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Direct Connect and High Yield Online Savings Accounts

Questions about updating prices or transactions in Fund Manager

Postby ttomaich » Wed Apr 20, 2016 7:31 pm

Hi,

I have not been able to find a high yield online savings provider that offers Direct Connect (OFX) services (not "Web Connect"). Does anyone know of any? Also, can FM read these files from banks, and not investment accounts? It seems I've read in these forums that FM cannot read OFX files from banks, just from investment accounts. If so, this is really unfortunate because it's a royal pain to manually import transactions (transfers in and out, and interest).

Thanks,

Tim
ttomaich
 
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Postby Mark » Wed Apr 20, 2016 7:53 pm

Hi Tim,

It is correct that Fund Manager can only import OFX files for "Investment Accounts", and not "Bank Accounts".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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