Download NJBEST 529 data

ericrose12
ericrose12 Quicken Mac Subscription Member ✭✭✭
edited June 3 in Download, Add/Update Accounts (Mac)

Are there any plans for quicken to work with NJBest 529 plan to allow download transaction data into quicken? This worked in the past under Franklin Templeton however NJBest recently changed their bookkeeping service to a new provider.

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Best Answer

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @ericrose12,

    Thanks for reaching out with your question!

    Whether or not Quicken supports downloads for a specific financial institution—like NJBEST 529—ultimately depends on the institution itself. In order to be added to Quicken’s bank list and support downloads, the financial institution must submit a request directly to our service providers.

    If you'd like NJBEST 529 to support downloads with Quicken, we recommend contacting the financial institution directly and letting them know you'd like to be able to download your account into Quicken.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    Answer ✓

    Hello @ericrose12,

    Thanks for reaching out with your question!

    Whether or not Quicken supports downloads for a specific financial institution—like NJBEST 529—ultimately depends on the institution itself. In order to be added to Quicken’s bank list and support downloads, the financial institution must submit a request directly to our service providers.

    If you'd like NJBEST 529 to support downloads with Quicken, we recommend contacting the financial institution directly and letting them know you'd like to be able to download your account into Quicken.

    Thank you!

    -Quicken Anja
    Make sure to sign up for the email digest to see a round up of your top posts.

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