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Old 12-07-2004, 07:50 PM
The Merg
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Default Re: Account Loses Retirement Status

Well, I kinda got a solution to this. When adding an investment account and choosing it to be a Watch Account, Money will ignore it in the Lifetime Planner and 401k Manager. Of course, no where in the documentation for Money is this mentioned. Also, the 401k Manager will not see all retirement accounts -- only those that are specified as 401k. I figured that it would also see accounts specified as 403b as they are essentially the same, but Money does not see it that way.

- The Merg
"The Merg" <howard_mergler[at]NOSPAM.themerg.net> wrote in message news:eeidApq2EHA.2676[at]TK2MSFTNGP12.phx.gbl...
I am using MS$2004 Deluxe. I previously posted an issue about my retirement accounts not being seen in the Lifetime Planner or the 401k manager. I seem to have stumbled into some additional information regarding this, but it still does not clear up the issue for me. If I now create a new retirement account, it will show up in the Lifetime Planner. However, if I update the account to be in my Watch List or a Favorite Account, it will disappear from the 401k Manager and the Lifetime Planner. Once it disappears, I cannot get it back. Has anyone encountered this issue with Money?

- The Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


  #-1  
Old 12-05-2004, 08:08 AM
The Merg
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Posts: n/a
Default Account Loses Retirement Status

I am using MS$2004 Deluxe. I previously posted an issue about my retirement accounts not being seen in the Lifetime Planner or the 401k manager. I seem to have stumbled into some additional information regarding this, but it still does not clear up the issue for me. If I now create a new retirement account, it will show up in the Lifetime Planner. However, if I update the account to be in my Watch List or a Favorite Account, it will disappear from the 401k Manager and the Lifetime Planner. Once it disappears, I cannot get it back. Has anyone encountered this issue with Money?

- The Merg

--
Today's problems don't worry me,
I haven't solved yesterday's yet.


 

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