Switching from MS Money to Fund Manager

[tissel299]

I am still in the evaluation phase of reviewing Fund Manager, but, have a question about retrieving transactions directly from my investment firms. Am I correct in assuming that if I was able to retrieve directly when using MS Money, then I should be able to retrieve directly using Fund Manager? When I inquired with the investment firms they could only tell me that they supported MS Money or Quicken for direct transaction retrieval.

[Mark]

Hi tissel299,

Yes, this is correct. Fund Manager retrieves transactions/positions from your broker using the exact same method as MS Money, it is through the broker's Open Financial Exchange Server (OFX). I suspect the broker probably doesn't want to have to support a bunch of different software programs, so they just focus on the 2 largest, but FM can retrieve your data.