tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/98-what-brokerages-are-linked-to-moneydanceInfinite Kind: Discussion 2018-03-17T10:09:03Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/367134592015-04-29T22:07:05Z2015-04-29T22:07:06ZWhat brokerages are linked to Moneydance?<div><p>Hi,</p>
<p>In addition to my banks, Wells Fargo and Chase, can all of my
investments from various brokerages be linked to Moneydance?</p>
<p>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.</p>
<p>Thanks,</p>
<p>Alan</p></div>tag:infinitekind.tenderapp.com,2009-01-14:Comment/367134592015-04-30T00:32:06Z2015-04-30T00:32:06ZWhat brokerages are linked to Moneydance?<div><p>Alan,</p>
<p>Here is the list of financial institutions that are currently
handled by MD:</p>
<p><a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>Jerry</p></div>Gerald Achortag:infinitekind.tenderapp.com,2009-01-14:Comment/367134592015-04-30T04:24:44Z2015-04-30T04:24:44ZWhat brokerages are linked to Moneydance?<div><p>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.</p>
<p>Des</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/367134592015-04-30T21:41:56Z2015-04-30T21:41:56ZWhat brokerages are linked to Moneydance?<div><p>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?<br>
Thanks,<br>
Alan</p>
<pre>
<code> On Wednesday, April 29, 2015 9:24 PM, dwg <tender+d3f68120da@tenderapp.com> wrote:</code>
</pre>
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stop receiving notifications for this discussion.</p></div>alan shihtag:infinitekind.tenderapp.com,2009-01-14:Comment/367134592015-04-30T21:56:49Z2015-04-30T21:56:49ZWhat brokerages are linked to Moneydance?<div><p>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.</p>
<p>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.</p></div>dwg