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Subject Author Date
NY 529 Plan (OFX) Gwen Morse 04-15-2007
Posted by John Pollard on April 16, 2007, 4:56 pm
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 Gwen Morse wrote:
> On Mon, 16 Apr 2007 02:08:54 GMT, "John Pollard"
>
>> Gwen Morse wrote:
>>> On Sun, 15 Apr 2007 19:06:02 -0500, "dc" wrote
>>
>>
>>> I can download a CSV file, but, how do I import the
>>> investment transactions into Quicken? I only know how
>>> to import CSV security prices.
>>
>> You are right: the only .csv files you can import into
>> Quicken are security price files.
>
> So, going back to my original question, is there any way
> to get the NY State 529 plan transactions
> imported/downloaded into any newer (than 2004) version of
> Quicken? Other than typing them by hand...
>
> The download options are CSV and OFX ("Money" OFX).

Google for the free Excel macro, "xl2qif". Download and install
it.

Import your .csv file into Excel, then have "xl2qif" create a
qif file of the data. Import that qif file into Quicken.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Gwen Morse on April 18, 2007, 5:03 am
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 wrote:

>> The download options are CSV and OFX ("Money" OFX).
>
>Google for the free Excel macro, "xl2qif". Download and install
>it.
>
>Import your .csv file into Excel, then have "xl2qif" create a
>qif file of the data. Import that qif file into Quicken.

Thank you so much for this suggestion!

I'll definately look into it.

Gwen

Posted by L on April 16, 2007, 2:32 pm
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> I'm still using Quicken 2004 till the bitter end (April 30th). Then, I
> plan to update to a newer version.
>
> Do any of the newer Quicken programs accept OFX files _without_ the
> licensed quicken headers? My son's College Fund (NY 529 plan) uses
> OFX, but, Quicken 2004 says that it doesn't recognize the
> institution's headers. The Plan site itself notes that they refuse to
> pay Intuit's licensing fee for QFX.
>
> Is there a way to get the OFX data into a newer version of Quicken,
> and if so, which one(s).
>
If your FI specifically states on its website that it will not provide
downloads in a form useable by Quicken, then no, there is no workaround.

Your options are to enter transactions manually, switch financial
institutions, or switch your software.



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