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CA Scholarshare529 Transactions

Questions about updating prices or transactions in Fund Manager

Postby dvn » Sun Jan 08, 2023 6:36 pm

Hi,

I'm getting errors when trying to setup CA Scholarshare529 transaction retrieval - "Failed to retrieve portfolio" error message.
Transaction Retrieval broker: ScholarShare College Savings Plan.
Scholarshare529 has an aggregator username/password which I'm using.
Aggregator url: https://www.cascholarshare529.com/aggregator

Do I need to do something different?

Thanks.
dvn
 
Posts: 5
Joined: Sat Jul 09, 2016 11:20 pm

Postby Mark » Mon Jan 09, 2023 7:38 am

Hi dvn,

If you go to their website, login, and look for instructions on how to retrieve transactions with Quicken, what do they say?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby dvn » Mon Jan 09, 2023 3:52 pm

Hi Mark,

The website allows to download transactions in a csv file or aggregator login for read-only information to “scrape” data from account screens.
FAQ: https://www.cascholarshare529.com/cadtp ... grfaqs.pdf

I guess I will download the csv file and work to import into fundmanager.

Thanks.
dvn
 
Posts: 5
Joined: Sat Jul 09, 2016 11:20 pm


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