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Old 04-05-2005, 11:50 PM
Cal Learner-- MVP
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Default 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
> 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?


The first time Money downloads a particular investment, it allows
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.


  #-1  
Old 04-05-2005, 11:47 PM
Dave Schwartz
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Default 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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