[moneydance] Can MD work with a Schwab account?

Larry Alkoff labradley at mindspring.com
Mon Oct 8 13:59:14 EDT 2007


Michael Casteel wrote:
> On 10/4/07, Larry Alkoff <labradley at mindspring.com> wrote:
>> I've recently setup a Schwab account for a portfolio of mostly stocks
>> but have not yet tried to put it into MD.
>>
>> When I go to the Schwab web page it states that I can download
>> information in .CSV format.
>>
>> Does anyone know how well a Schwab account works with Moneydance?
> 
> I find that MD connects directly to Schwab and downloads the
> transactions fine. Search the archive of this list for details on how
> to set up the direct connect parameters.
> 
> 

I set up an Investment account for Schwab but am not sure how to setup 
the download transactions.  There doesn't seem to be any place to enter 
the URL that connects to Schwab.  Should I have set up a Bank account 
instead?

Larry




-- 
Larry Alkoff N2LA - Austin TX
Using Thunderbird on Linux


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