On May 16, 2009, at 11:36 AM, bwmietus wrote:

> Aloha - New member, and very pleased thus far.
>
> Question: When trying to setup investment accounts (Fidelity or USAA
> or Janus), while it will allow me to direct connect, and everything
> looks o.k., it doesn't actually download any information into the file
> (i.e. balances, cash, etc.).
>
> Also, it seems, that opposed to my older Quicken, there's not really
> an "investment profile" ledger, with cash, shares, share price, etc.
> Is that something in the works?


Hi Brett,

MoneyWell 1.4 doesn't store investment-specific details yet. This will  
be improved in the upcoming 1.5 released and further fleshed out in 2.0.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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