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Old 01-14-2005, 07:48 PM
Dick Watson
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Posts: n/a
Default Re: 401(k)

A1) Nope.

A2) Nope.

I store daily investment values from the 401K in Access. I can grind the
data to dust from there. I doesn't seem to help much.

"A J Gladson" <oilcantony[at]yahoo.com> wrote in message
news:1105734226.555232.16710[at]z14g2000cwz.googlegroups.com...
- quote -

> 1) Does anybody have any ideas on how to get around this without
> manually entering the prices?
> 2) Is there a way to import price history through a file?
> Thanks for your help



  #-1  
Old 01-14-2005, 07:23 PM
A J Gladson
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Default 401(k)

I believe I already know the answer to these, but I will describe my
issues anyway:

I am a new Money user (2005 Standard) having been a Quicken user from
Quicken 5 to Quicken 2005 (briefly-but that is another story).

I have a 401(k) with my employer through Vanquard that has two
investment accounts:

Company X Stock Fund
Company X ESOP Fund

In addition to this, I have outside this plan an investment with
Company X.

Company X is set-up correctly as a stock in my non-401(k) investment
and has the stock symbol associated with it so that the quotes will
download.

When Money set-up the first download of Vanquard investments, it setup

Company X Stock Fund
Company X ESOP Fund

as Mutual Funds which I am okay with. My issue is that I am unable to
associate these funds to the Company X stock symbol so that these
investments will be properly valued in Money. I was able to do this in
Quicken, but I seem to be prevented in doing this because Money is
looking for a single relationship between the name of the investment
and stock symbol. I also had the investment setup as a stock within
Quicken. The fact that they are setup as mutual funds in Money might
also prevent me from entering a stock symbol (I haven't proved this.).

I know I can enter the prices manually which is a pain to do on a daily
basis. Yes I know I am probably micro managing the investment.

1) Does anybody have any ideas on how to get around this without
manually entering the prices?

2) Is there a way to import price history through a file?
Thanks for your help

 

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