04-30-2006, 09:37 PM
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 Re: Manual synchronization of investment data "Paul" <Paul[at]discussions.microsoft.com> wrote in message news:86C0E72E-614D-4917-B386-F7D6D99D4280[at]microsoft.com... - quote - > I have Money 2003. I do not want to use Passport. How do I manually
Assuming your broker supports direct statements, just set up online banking> synchronize my investment account balance (say in Schwab Investments) > from > the investment account to Money? Thanks. and click 'update now'. If your broker does not support direct statements, the only way to accomplish that without a passport is by downloading a QIF or OFX file from the broker's web site. -- Chris Cowles Gainesville, FL |
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#-1
04-30-2006, 08:15 PM
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| Manual synchronization of investment data I have Money 2003. I do not want to use Passport. How do I manually synchronize my investment account balance (say in Schwab Investments) from the investment account to Money? Thanks. |
| Tags |
| data, investment, manual, synchronization |
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