Difference between revisions of "Talk:Setting up OFXDirectConnect"
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| + | I current have multiple accounts that I need to update individually. i.e. | ||
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| + | 1. Schwab Living Trust | ||
| + | 2. Schwab Husband IRA | ||
| + | 3. Schwab Wife IRA | ||
| + | 4. Schwab Husband ROTH IRA | ||
| + | 5. Schwab Wife ROTH IRA | ||
| + | 6. Schwab Son UTMA account | ||
| + | 7. Citicard account | ||
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| + | It would be nice to update all accounts at once instead of going into each individual account. Is this functionality in the works? | ||
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| + | More importantly though, when I use OFXDirectconnect for my Schwab accounts and there are reinvested dividends the program does not import them properly into the register. It imports the total value not the number of shares and price. Therefore, I have to manually fix these entries and enter the number of shares and share price. I am sure this has been addressed, but has it been resolved? | ||
Revision as of 21:42, 23 April 2007
I current have multiple accounts that I need to update individually. i.e.
1. Schwab Living Trust 2. Schwab Husband IRA 3. Schwab Wife IRA 4. Schwab Husband ROTH IRA 5. Schwab Wife ROTH IRA 6. Schwab Son UTMA account 7. Citicard account
It would be nice to update all accounts at once instead of going into each individual account. Is this functionality in the works?
More importantly though, when I use OFXDirectconnect for my Schwab accounts and there are reinvested dividends the program does not import them properly into the register. It imports the total value not the number of shares and price. Therefore, I have to manually fix these entries and enter the number of shares and share price. I am sure this has been addressed, but has it been resolved?
