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Old 11-01-2004, 05:42 PM
Eurastus
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Default Re: problem balancing 401K account

All,

I've discovered that Glyn is indeed correct here. I never used the 401(k)
manager before, always preferring to use the following steps:
Investing > Protfolio Manager > 401 K retirment acct > cash transactions > More
cash tasks > Balance an account> Enter all the info in from my statement > then
review summary and click finish as the earlier poster has layed out.

As it turns out, the 401(k) manager is much simpler to use to balance the
account, doesn't leave the few lingering dollars in the associated cash
account, and most importantly...ACTUALLY WORKS to balance the account.

I was able to successfully balance my quarterly statements from 3/31/04 and
6/30/04 using the 401(k) manager in Money 2005.

I'm now a happy camper and will use the 401(k) manager in the future.

Thanks all for your help,

Eurastus

Eurastus <sam[at]spade.com> wrote:
- quote -

> I have just discovered I am experiencing the exact same error. No solution
> for
> me yet. Have you found anything??
> "crvgl" <crvgl[at]yahoo.com> wrote:
> > I recently switched to money 2005 deluxe. I never had a
> > problem balancing my 401 k account using previous
> > versions of money. I have money set up to transfer my
> > 401 k withdrawl to the "cash" account tied to my 401 K
> > account where it accoumulates until I recieve my qtrly
> > 401 k statement that I can balance. The procedures I
> > follow when attempting to reconcile my 401 K account are
> > as follows:
> > > Investing > Protfolio Manager > 401 K retirment acct > > cash transactions > More cash tasks > Balance an account
> > > Enter info in from my statement > review summary and

> > click finish.
> > > I then get a message stating the following:
> > > "Your information is being updated. click Ok, wait a

> > few moments, and then try again. If your problem
> > continues, close & reopen money. If you're using MSN
> > money, close and reopen internet explorer."
> > > Microsoft support as offered no help on this matter.

> > This has always been the procedure i used to balance this
> > account and never had any problems. Microsoft has been
> > no help. Any fixes??
> >

 
Old 10-29-2004, 11:50 PM
Eurastus
Guest
 
Posts: n/a
Default Re: problem balancing 401K account

I have just discovered I am experiencing the exact same error. No solution for
me yet. Have you found anything??

"crvgl" <crvgl[at]yahoo.com> wrote:
- quote -

> I recently switched to money 2005 deluxe. I never had a
> problem balancing my 401 k account using previous
> versions of money. I have money set up to transfer my
> 401 k withdrawl to the "cash" account tied to my 401 K
> account where it accoumulates until I recieve my qtrly
> 401 k statement that I can balance. The procedures I
> follow when attempting to reconcile my 401 K account are
> as follows:
> Investing > Protfolio Manager > 401 K retirment acct > cash transactions > More cash tasks > Balance an account
> > Enter info in from my statement > review summary and

> click finish.
> I then get a message stating the following:
> "Your information is being updated. click Ok, wait a
> few moments, and then try again. If your problem
> continues, close & reopen money. If you're using MSN
> money, close and reopen internet explorer."
> Microsoft support as offered no help on this matter.
> This has always been the procedure i used to balance this
> account and never had any problems. Microsoft has been
> no help. Any fixes??


  #-1  
Old 10-08-2004, 01:04 AM
crvgl
Guest
 
Posts: n/a
Default problem balancing 401K account

I recently switched to money 2005 deluxe. I never had a
problem balancing my 401 k account using previous
versions of money. I have money set up to transfer my
401 k withdrawl to the "cash" account tied to my 401 K
account where it accoumulates until I recieve my qtrly
401 k statement that I can balance. The procedures I
follow when attempting to reconcile my 401 K account are
as follows:

Investing > Protfolio Manager > 401 K retirment acct cash transactions > More cash tasks > Balance an account
- quote -

> Enter info in from my statement > review summary and
click finish.

I then get a message stating the following:

"Your information is being updated. click Ok, wait a
few moments, and then try again. If your problem
continues, close & reopen money. If you're using MSN
money, close and reopen internet explorer."

Microsoft support as offered no help on this matter.
This has always been the procedure i used to balance this
account and never had any problems. Microsoft has been
no help. Any fixes??


 

Tags
401k, account, balancing, problem
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