[moneydance] Mercer HR Services support ?

[Sean Cook]

Dave,

Thanks for the heads up...I'll give it a shot and see how things go with
my trial version and see what best suites me. I used to use moneydance a
long time back...if all goes well I may be purchasing a new license.

Cheers,
Sean

All your files have been destroyed (sorry).  Super User!


> This is a cryptographically signed message in MIME format.
> 
> 
> Sean
> I have been going round and round with Mercer/Putnam for years now.  
> What you can print from their website, what you can download from their 
> website in QIF or CSV format and what you get using Quicken's QFX 
> download or Moneydance's QFX/OFX download are all different.  I'm not 
> sure any of them add up to the totals that you get on your printed 
> quarterly statement.  At least that is the case for my wife's account.
> At the present time, I personally am most comfortable downloading in QFX 
> format into Quicken, fixing the 14 % of the transactions that came in 
> incorrectly as negative income instead of Reinvested interest, then 
> exporting in QIF format, massaging about 70% of the descriptions in a 
> word processor(Lotus WordPro, no less)  then importing the result into 
> Moneydance.  There are still about 12 transactions a year that are 
> patently incorrect that I must still fix manually.  I get 95 
> transactions each pay period.
> When I ask them why the results are different using different methods, 
> they shrug and say that they are simply following Intuit's guidelines.
> 
> Good luck but be sure to print out all the transactions onto low acid
paper.
> 
> Dave
> 
> 
> Sean Cook wrote:
> > Found it. I downloaded the trial ... see that Putnam Investments is
> > listed. It doesn't use the same userid as the online account, but
> > looking at the online account it looks like they just map your userid to
> > a social security number... :| 
> >
> > I used my social security number w/out dashes and my PIN number and I
> > was able to connect.
> >
> > Cheers,
> > Sean
> >
> >   
> >> I just recently changed jobs and now I'm looking to see if moneydance
> >> supports my new investment center. While looking at my account
online, I
> >> see that they support quicken and is listed as "Mercer HR Services".
> >> Does moneydance support this financial institution? The online account
> >> is : https://ibenefitcenter.putnam.com/
> >>
> >> Cheers,
> >> Sean
> >>
> >>
> >> Diplomacy is to do and say, the nastiest thing in the nicest way.
> >>                 -- Balfour
> >>
> >> _______________________________________________
> >> moneydance-info mailing list
> >> moneydance-info at moneydance.com
> >> http://moneydance.com/mailman/listinfo/moneydance-info
> >>
> >>
> >>     
> >
> > Diplomacy is to do and say, the nastiest thing in the nicest way.
> >                 -- Balfour
> >
> > _______________________________________________
> > moneydance-info mailing list
> > moneydance-info at moneydance.com
> > http://moneydance.com/mailman/listinfo/moneydance-info
> >
> >   
> 
> 
>