Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 11-10-2004, 03:02 PM
SJCOHEN730
Guest
 
Posts: n/a
Default Re: money 2005 and putnam

- quote -

> Subject: money 2005 and putnam
> From: Dan Borkowski dan[at]bormooski.com
> Date: 11/10/2004 10:16 AM Eastern Standard Time
> Message-id: <OWemThzxEHA.2568[at]TK2MSFTNGP10.phx.gbl> I'm currently using Money 2005, and I love it... except for one thing.
> I have a 401k with Putnam Investments. I would like to be able to
> update my 401k using the update button, but Putnam doesn't seem to be in
> the list of financial institutions. I know that typically means that MS
> Money 2005 doesn't support Putnam accounts, but I tried quicken 2005,
> and it downloaded all my Putnam transaction without a problem. I have
> absolutely no intention of converting to quicken. I was just curious if
> someone knows of a way to get my account synced.
> I can export my data from Putnam's website, and import it into Money,
> but the account doesn't balance correctly, so for me,that really isn't
> an option.
> Any advice?


Why don't you just enter the data from Putnam manually?
Good luck. Steve
 
Old 11-10-2004, 02:30 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: money 2005 and putnam

In microsoft.public.money, Dan Borkowski wrote:

- quote -

> I can export my data from Putnam's website, and import it into Money,
> but the account doesn't balance correctly, so for me,that really isn't
> an option.
> Any advice?


We might have some ideas along the line of how to get things
"balanced" if you download from the website, if that would be of
use.


  #-1  
Old 11-10-2004, 02:16 PM
Dan Borkowski
Guest
 
Posts: n/a
Default money 2005 and putnam

I'm currently using Money 2005, and I love it... except for one thing.
I have a 401k with Putnam Investments. I would like to be able to
update my 401k using the update button, but Putnam doesn't seem to be in
the list of financial institutions. I know that typically means that MS
Money 2005 doesn't support Putnam accounts, but I tried quicken 2005,
and it downloaded all my Putnam transaction without a problem. I have
absolutely no intention of converting to quicken. I was just curious if
someone knows of a way to get my account synced.

I can export my data from Putnam's website, and import it into Money,
but the account doesn't balance correctly, so for me,that really isn't
an option.

Any advice?
 

Tags
2005, money, putnam
Similar Threads
Thread Forum Replies Last Post
MS Money 2005/Quicken 2005 -> GnuCash instead ??
OrionPax: Since MS Money 2005 so far has been a wash, as well as Quicken 2005, it's either stick to 2004, or wait for 2006 so far for me. :P Meantime, has...
Microsoft Money 4 10-21-2004 04:48 PM
file from money 2005 trial can be opened by 2005 small business
NAOKI: I'm thinking to do 2005 money delux trial. My quesiton is Can file from money 2005 trial be opened by 2005 small business when 2005 money trial is...
Microsoft Money 1 10-08-2004 07:27 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 09:34 PM.