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Questions about updating prices or transactions in Fund Manager

Postby B2B_Investing » Wed Jul 18, 2018 9:02 pm

Hi Mark,

Are there any plans to add HealthSavings Administrators to the list of institutions for transactions retrieval?

As a point of reference, Morningstar published a list last year of the ten largest HSA providers and this is one of them. https://www.prnewswire.com/news-releases/morningstar-publishes-first-study-evaluating-10-of-the-largest-health-savings-account-plans-as-spending-and-investment-vehicles-300480435.html

Thanks,

Jason
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Postby Mark » Thu Jul 19, 2018 8:49 am

Hi Jason,

We will add support for anyone that makes available the required "Open Financial Exchange" server. See this for more info:

https://www.fundmanagersoftware.com/faq ... upport.php

I do not believe HealthSavings make such an interface available.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby aviator » Fri Jul 20, 2018 2:18 am

FWIW, none of the HSA's I've looked into offer OFX downloads. The only way I know to track HSAs is to enter transactions manually.
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Postby B2B_Investing » Fri Jul 20, 2018 10:47 am

Hi Mark - Understood

Hi Aviator - Thanks for the feedback. Not what I was hoping to hear but...
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