04-05-2005, 11:50 PM
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 Re: Downloading info from brokerages In microsoft.public.money, Dave Schwartz wrote: - quote - > I have been hand entering info from my Schwab account for years and thought
The first time Money downloads a particular investment, it allows> I would try to download it. My question is, lets say I own XYZ Mutual Fund, > but in my file I called it XYZ Mid Caps, but Schwab calls it XYZ Not So > Large Fund. How can I match up the XYZ transactions I download with the > fund in my Money file? you to say that it is a new security, or that it is already known by another name. Select that radio button, and use the drop-down list to choose the existing security. |
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#-1
04-05-2005, 11:47 PM
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| Downloading info from brokerages I have been hand entering info from my Schwab account for years and thought I would try to download it. My question is, lets say I own XYZ Mutual Fund, but in my file I called it XYZ Mid Caps, but Schwab calls it XYZ Not So Large Fund. How can I match up the XYZ transactions I download with the fund in my Money file? Capish? -- Dave Schwartz Commack, NY |
| Tags |
| brokerages, downloading, info |
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