Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Transactions from Yahoo

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

Posted by Mark on December 03, 2004 at 15:09:07:

In Reply to: Transactions from Yahoo posted by Cliff on December 03, 2004 at 14:52:35:

: Mark,

: I have been having a lot of problems with transactions into FM from Yahoo which is linked to my Fidelity account. I have to go into Yahoo and manually refresh transactions to get the lastest transactions. And many times even if I do that I don't get the latest transcations which are posted in the onlline Fidelity account. Any suggestions? Are there alternatives to Yahoo for this?

: Thanks//Cliff

Hi Cliff,

There is a much better solution in Fund Manager 7.0. Starting with 7.0
you can retrieve transactions directly from your broker or fund company.
This eliminates Yahoo as the middle-man. If you'd like to try out 7.0
it is in Beta right now. You can download a copy at:

http://www.fundmanagersoftware.com/fm7beta.html

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