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Posted by Howard Kaikow on March 15, 2007, 12:22 am
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> "Portfolio Record Keeper"
> " Personal Stock Monitor"
> " Fundmanager"
>
> Can any of these investment software download investment transactions from
a
> stockbroker or do all transactions have to be entered manually?
Remember that you are limited to the most recent, say, 90 days for a
download. Period is up to Fidelity, etc. to choose.
I just started looking at all 3 (anything to put off doing taxes!).
For example, Fund Manager, allows manual input, input from various file
formats and download from many places that have OFX servers.
I would expect that the other two do likewise.
It made no sense for Intuit to disable importing files in Investments.
Makes me really wonder whether the folkes there have their head on straight.
I am not going to download the trials until after I do my taxes.
I want to do this whilst I can still use the Quicken trial. I believe that I
installed on 4 March, so I guess it runs out first week of May.
Hmm, I wonder if these programs can be installed concurrently.
--
http://www.standards.com/; See Howard Kaikow's web site.
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