What brokerages are linked to Moneydance?

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alanshih27

29 Apr, 2015 10:07 PM

Hi,

In addition to my banks, Wells Fargo and Chase, can all of my investments from various brokerages be linked to Moneydance?

Such as but not limited to Northwestern Mutual, Met Life, Morgan Stanley, Johnson & Johnson company stock (via Computershare), Great West Financial, Charles Schwab, TRowe Price.

Thanks,

Alan

  1. 1 Posted by Gerald Achor on 30 Apr, 2015 12:32 AM

    Gerald Achor's Avatar

    Alan,

    Here is the list of financial institutions that are currently handled by MD:

    http://infinitekind.com/fi

    Jerry

  2. 2 Posted by dwg on 30 Apr, 2015 04:24 AM

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    If you FI is not on the list, but provides you with downloads in formats like QIF, OFX etc you can download and import them into Moneydance.

    Des

  3. 3 Posted by alan shih on 30 Apr, 2015 09:41 PM

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    If my FI is not on the list and does not provide downloads in QIF or OFX, do I have to manually input the weekly, monthly updates into Moneydance?
    Thanks,
    Alan

         On Wednesday, April 29, 2015 9:24 PM, dwg <[email blocked]> wrote:
       

     #yiv9284766200 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv9284766200 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;} Having trouble reading this? View this discussion online: What brokerages are linked to Moneydance?. Reply with #ignore to stop receiving notifications for this discussion.

  4. 4 Posted by dwg on 30 Apr, 2015 09:56 PM

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    If your FI does not provide any electronic way to get the information then you have not got any choice but to enter the data manually.

    It would be rare these days for a FI to not provide any downloadable data. Even at the most basic level they seem to at least provide something like CSV files. Note that some institutions will refer to the downloads as Quicken or MSMoney files.

  5. System closed this discussion on 19 Mar, 2016 04:56 AM.

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