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Fidelity NetBenefits

I have been using Quicken for almost 10 years but I am new to Quicken for Mac (v2007) and am trying to download my transactions from Fidelity to Quicken but NetBenefits is not listed as a company from which I can access during the account setup. I know there a way to access NetBenefits in Quicken 2007 for Mac but, how do I make it happen? I cannot find NetBenefits on the institutions list when other people apparently have.  Someone please tell me what I am doing wrong.--Edited by DannyV at 09/27/2006 3:57 PM
    Hi Danny,(not sure if you did this, but I had the same issue)Go to the "Online" Menu, and select "Financial Institutions".Click "Update List".You will now see Fidelity NetBenefits.-- C.
      Hmm..  I have updated to the latest update and Fidelity Netbenefits does not show up on the Financial Institutions list as in the picture posted.  Any ideas?
        Using: quicken 2007 R1Just went to Financial Institutions in the Online menu.Net bene's show's up under "Fidelity Net Benefits"Foob, who did a FI update some time ago.--- - -Uncle Foobar & the Quicken 2007'sProposal (golden oldie thread):
          I'm using Quicken for Mac 2006. I don't see Fidelity NetBenefits in the list, even after updating. I just spoke with someone at Fidelity who told me they don't support Quicken for Mac. (They're website also says they don't support downloads to Macs). When I tried downloading transactions from their site, I got a QIF file, not QFX. Has anyone been able to successfully use Quicken, a Mac, and Fidelity? (How) does the 2007 version make a difference?
            It seems I am not the only one stuck. Perhaps someone from Quicken could provide up with some needed help.
              ...and now they no longer provide the QIF downloads, so we MAC users are out in the cold again.  If they provided a web connect, rather than direct, one can hotwire the financial institution id to get the data to load.  It's just that they are too cheap to pay quicken for mac.  The data is identical to PC support.
                Scoop,You may be able to convert the OFX file to QIF using Ofx2Qif. You can get it here: by ceisler at 11/26/2006 8:53 AM
                  Fidelity does support Quicken for the Mac.  I use Quicken to download transactions from several Fidelity accounts using Direct Connect.  The only problem that I am encountering is on the Quicken side.  I use one of my Fidelity accounts like a checking account as well as a brokerage account.  It is setup on Quicken as a Checking account.  Fidelity will not download transactions to this account because it only supports downloading to Quicken Brokerage accounts.  But the Quicken facilities for Brokerage accounts do not support checking account features (at least not very well).
                    As of today 1/5/07 you can still download the QIF and import it into the appropriate register in Quicken to update the account.  I talked to the folks at NetBenefits a month or so ago, and they still had no plans to support the Mac version with direct downloads.Hope that helps a little.
                      Not sure what's going on, but I have been downloading using direct connect from NetBenefits in QM07 for months. Don't know why it works for me and not others, but follwoing every paycheck, the next time I update, new buy transactions are downloaded and ready for me to accept.Jay
                        Works for me too.--Paul
                          On December 29, I posted in this thread and one other that I created an OFX to QIF macro in Excel. It's interesting that Google still has it cached, but it is no longer in this thread. Any ideas why it would have been deleted (maybe it was a reference to a pizza place that has been made generic below. maybe it's because it keeps support for QIF out there when Intuit wants to push OFX)? Here is a modified version of my original reply and I re-attached the macro:(snip)I had the OFX to QIF blues to, so I whipped up a simple Excel macro to do a conversion (attached). It's pretty basic, but it works for the QFX files from my bank. I'm not sure it will work for others (or on Macs) as I didn't look into the OFX format too much. Basically the macro just looks for Date, Amount, and Payee and converts those into the QIF format. Here's an example of an input OFX record:<<STMTTRN>STMTTRN><<TRNTYPE>TRNTYPE>DEBIT<<DTPOSTED>DTPOSTED>20061116020000<-5:EST><<TRNAMT>TRNAMT>-54.10<<FITID>FITID>02006111600000000000000000<<NAME>NAME>PIZZA Place, INC. DENVER<</STMTTRN>STMTTRN>andand the resulting QIF recordD11/16/2006T-54.10PIZZA Place, INC. DENVER^(snip)Doug
                            I, too, had the issue with Fidelity NetBenefits not showing up in my list of financial institutions, even after clicking "update list."  I emailed Intuit/Quicken support and among several suggestions, here's what worked for me:  reindex the file, save the file, then reopen the file as your "new" working file, and then click "update list" again.  Here's the link that the Quicken help support sent me with detailed instructions on how to do this: for me_ I hope it helps you.
                              Quote:" Re: Fidelity NetBenefits: On December 29, I posted in this thread and one other that I created an OFX to..."Doug,  Looks like your attachments have been removed.  Been a few months, so Google isn't caching the original anymore.  Where can we find your macro?  Would be a huge help!  Thanks

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