NY 529 Plan (OFX)

Then, I

Hi,

I've been looking at Home and Business and as far as I can tell OFX is a download for Money. And QFX is the file type that is being used in Quicken. For the last three editions there is a popup after attempting to download to a .qif file, which is what was used earlier by Quicken. They stated that the technology is now over 10 years old and it was originally intended for a tool. Under Reports>Tax>data download there are two choices, Money and Quicken, and the file types are OFX and QFX respectively.

Someone told me you could download as CSV convert. Read post further down.

Hope this helps you.

dcdon

I can download a CSV file, but, how do I import the investment transactions into Quicken? I only know how to import CSV security prices.

Gwen

You are right: the only .csv files you can import into Quicken are security price files.

So, going back to my original question, is there any way to get the NY State 529 plan transactions imported/downloaded into any newer (than

The download options are CSV and OFX ("Money" OFX).

Gwen

If your FI specifically states on its website that it will not provide downloads in a form useable by Quicken, then no, there is no workaround.

Your options are to enter transactions manually, switch financial institutions, or switch your software.

Google for the free Excel macro, "xl2qif". Download and install it.

Import your .csv file into Excel, then have "xl2qif" create a qif file of the data. Import that qif file into Quicken.

Thank you so much for this suggestion!

I'll definately look into it.

Gwen