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From: JACL on 23 Mar 2010 14:00
As regular viewers know I have been running Quicken 2007 and Moneydance in
parallel since 1/1/10 in preparation for the end of April when Quicken will
pull the plug.

Recently I reported a Quicken problem with a 401k download from Prudential
... I had not logged into the Prudential site in some time but I was forced
to do an ID/Password change and I saw the site was totally different & on my
prior visit where I could not get price/#shares, only the balance, I now saw
everything.

Transactions can now be seen & I was able to easily fix Quicken ( which in
my case has transactions dating back to 2004) I downloaded to Moneydance &
it worked OK (longer story about that).

A point I wanted to make is the FI's use a standard format (OFX) but there
is no control on how many transactions they send, and what they put in each
of the fields .. in the old days it was called EFT & files were tested
between institutions, but certainly there is none of that here. I now think
Prudential has revamped their system and the downloads are different (I
should say more correct).
JACL


From: Eric J. Holtman on 24 Mar 2010 08:08
"JACL" <jacl(a)operamail.com> wrote in
news:5_6dnT6TmthBnDTWnZ2dnUVZ_tednZ2d(a)pghconnect.com:

> I downloaded to
> Moneydance & it worked OK (longer story about that).
>

I'd like to hear that story. I might dump Quicken in
a year or so, assuming I can find something that also
does limited small-business stuff (which I don't think
MD yet does).

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