is this software compatible with dodge and cox?
I desperately need to find a way to import our Dodge and Cox Fund accounts into a personal finance program.
I've tried Quicken on windows(on my mac) but it doesn't work...help!
- Asked by Michael E M from Alexander
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1 Answer from the Community
iBank uses both Direct Connect and web downloads to import transactions from your online accounts. In some cases, Direct Connect requires your bank to provide a separate login and in turn may entail monthly fees. When that's not possible, this info is from the developers' website:
"For those financial institutions that do not currently support the Direct Connect protocol, iBank provides an integrated web browser that simplifies the process of importing transactions from your bank's website.
"Just open your bank's login page, then access your transaction history and download your financial data in any of these standard formats: Microsoft Money (OFX), Quicken WebConnect (QFX), or Quicken Standard (QIF). Once the files have downloaded, iBank will take you directly to the import window to process the new transactions and add them to your accounts. All this is done from within iBank."
- Answered by Scott B from Putney