On Apr 27, 2009, at 3:05 PM, David wrote: > On Apr 25, 9:39 am, Kevin Hoctor <[email protected]> wrote: >> Fidelity and other investment firms require more information in the >> OFX communication than MoneyWell provides. This is being corrected in >> future releases. Sorry for this trouble. > > Out of curiosity, how broad is the range of institutions affected? > (In addition to Fidelity, I am thinking about TIAA-CREF, Northwestern > Mutual, and TD Ameritrade) > > Also, is there a projected timeline for addition of such support? > Such tracking is not the key reason we chose Moneywell, but adding it > in some fashion will be helpful both regard to "getting the big > picture" and capturing data we might otherwise overlook. > So, "nice to have".
David, The problem is with any OFX information that does not fall into the "bank transaction" category. This means that almost all investment accounts are not recorded properly in MoneyWell 1.4. Some improvement should come with the 1.5 release due this summer. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
