Re: Fidelity & RYDEX Trans import

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In Reply to: Fidelity & RYDEX Trans import posted by Bob on January 27, 2005 at 16:41:44:

: Mark,
: Have you or anyone fiqured out the best way to get transactions imported from Fidelity & RYDEX funds?
: 1.With Quicken 2005 R3, you can't export a .QIF file to be imported to FM.
: 2.When I create a .QIF file from Rydex, FM doesn't see any transactions.
: ???
: Thanx
: Bob

Hi Bob,

We support retrieving transactions from Fidelity. I'd suggest that method
first. See: http://www.fundmanagersoftware.com/tintrtv.html

Also, Quicken doesn't export QIF anymore, but it does export Open Financial
Exchange (OFX), which Fund Manager 7 can import, so you could also do it that
way if you'd like.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Fidelity & RYDEX Trans import Bob 18:28:04 02/09/05 (1)
  • Re: Fidelity & RYDEX Trans import Mark 20:16:08 02/09/05 (0)
• Re: Fidelity & RYDEX Trans import Bob Chaphe 17:26:24 02/09/05 (2)
  • Re: Fidelity & RYDEX Trans import Mark 19:56:04 02/09/05 (1)
    • Re: Fidelity & RYDEX Trans import Bob 11:44:20 02/10/05 (0)