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