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Retrieving Bank of America transactions

Questions about updating prices or transactions in Fund Manager

Postby nebfinfm » Wed Sep 15, 2021 12:48 am

Hi Mark,

Can FM retrieve transactions from BofA banking / credit card accounts? Right now I'm entering transactions manually.
Thanks nebfinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Wed Sep 15, 2021 9:34 am

Hi nebfinfm,

Sorry, no. FM only supports retrieving investment (not banking) accounts.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 10058
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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