importing bank account transactions
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Posted by seth on February 09, 2004 at 01:58:13:
hi everyone, i am evaluating shifting to FM. i have one nagging doubt that can be clarified by someone knowledgeable about FM: background- i transact through 3 different brokers to execute my trades. each broker requires me to maintain a cash account with them which they credit or debit based on my trade activity. these broker cash accounts are funded by me through 3 different and mutually exclusive bank accounts. the 3 bank accounts allow me to download the bank statements as a text file. query- a- can i import these 3 bank accounts and link the transactions between each of them and their related brokerage cash accounts b- can i specify a different brokerage cash account for auto adjustments against the trades in each of these 3 brokerage accounts c- i also make some direct investments from the 3 bank accounts by way of loans and or direct debt. can i set such transactions to auto adjust the bank account if doable, what is the best way to implement these thanks seth
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