Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Download transactions from fin institutions

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on November 30, 2004 at 17:59:05:

In Reply to: Re: Download transactions from fin institutions posted by M Dawson on November 30, 2004 at 17:38:08:

: 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.

This sounds like you are downloading and then "opening" either a .OFX or .QFX
file. Quicken is "associated" to open these files. If instead of opening it
you save it to a file, you can then import it into Fund Manager.

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




Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy