Re: Download transactions from fin institutions

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In Reply to: Re: Download transactions from fin institutions posted by Mark on November 29, 2004 at 23:01:05:

: : : Is it possible to download transactions from brokerages? To setup a portfolio, this would be the easiest if you have more than a handful of investments.
: : : Thanks in advance

: :
: : I am a former user. I don't remember why I stopped using your product, but I think that it might have been related to not being able to download transactions from brokerages. Well, I am looking again for tool - Quicken doesn't handle easily some of the items that are now important to me such as multiple currencies and options. I don't think either will be a problem with your tool. I looked at your list of brokerages support and Interactive Broker was not listed. It is my primary broker. Quicken doesn't handle direct access to IB either, but you can download from their web site into a Quicken format that Quicken reads. What are your plans to handle IB?

: Hello M Dawson,

: In order for us to support direct transaction retrieve from
: a broker or fund company they must offer an "Open Financial Exchange"
: server. I don't believe IB has one, which is why we don't support them
: for direct download. You might ask them about their plans to offer one,
: we would gladly add support for it if they made one available.

: Fund Manager will import Quicken .QIF files. Fund Manager can also import
: .OFX/.QFX files that IB may make available.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

I don't particular care for IB transacational retrieval process, but that is where the majority of the money resides. From their web page, with your Quicken account open, you download a file that is read directly into Quicken. I don't believe that a .QIF file is written. It also has support to export a Word or Excel file.

Replies:

• Re: Download transactions from fin institutions Mark 17:59:05 11/30/04 (2)
  • Re: Download transactions from fin institutions Mike 18:40:21 12/04/04 (1)
    • Re: Download transactions from fin institutions Mark 19:01:44 12/04/04 (0)