tracking multiple investments in a 403(b) account

#2 01-29-2007, 04:19 PM

In microsoft.public.money, speedy wrote:

- quote -

> Cal: Having the same frustration. I noticed you answered this persons
> question way back in 2005. How about now? I just upgraded to 2007. Trying to
> set up the 401K w/American Funds, and really don't want to have to have 6
> different accounts (because of the funds) for the same darn account. It's
> rediculous. Any changes since your original answer? can I download, then
> combine? Any work arounds?

My answer would not have changed as far as what I think would be the
best alternatives. A alternative to continually combine accounts
that I might come up with would be more convoluted than practical.

#1 01-29-2007, 12:40 PM

Cal: Having the same frustration. I noticed you answered this persons
question way back in 2005. How about now? I just upgraded to 2007. Trying to
set up the 401K w/American Funds, and really don't want to have to have 6
different accounts (because of the funds) for the same darn account. It's
rediculous. Any changes since your original answer? can I download, then
combine? Any work arounds?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, "Matt Karger" <Matt
> Karger[at]discussions.microsoft.com> wrote:
> > Please forgive me if this question has already been answered, but I've
> > searched this forum and googled for an answer with no success.
> > > I have a 403(b) account with American Funds. Money in this account is
> > spread across 6 different investments. I had to set up 6 different accounts
> > - one for each investment - in order to get MS Money 2006 to connect to
> > American Funds and download transactions correctly. Each of the 6 accounts
> > in Money has the same account number, but a different fund code. Ideally, I
> > would like to have ONE account in Money that contains 6 different
> > investments. That way, I can see the account balance at a glance. That is
> > how I had it set up originally, but then I was unable to connect to American
> > Funds to download transaction information. Is there a solution to this that
> > allows me to have all 6 investments contained in a single account (just as
> > they are in reality) and still maintain my ability to download transaction
> > information from American Funds, or must I maintain 6 different 403(b)
> > accounts in MS Money?
> If you want to download from American Funds, you will want to do it
> their way. That is what I would do.
> If you want to download into a single account, you would have to
> change providers.
> If you want to get things into a single account from American Funds,
> you will have to convince them to change, or you will have to do
> some manual entry.

08-19-2005, 09:12 PM

In microsoft.public.money, "Matt Karger" <Matt
Karger[at]discussions.microsoft.com> wrote:

- quote -

> Please forgive me if this question has already been answered, but I've
> searched this forum and googled for an answer with no success.
> I have a 403(b) account with American Funds. Money in this account is
> spread across 6 different investments. I had to set up 6 different accounts
> - one for each investment - in order to get MS Money 2006 to connect to
> American Funds and download transactions correctly. Each of the 6 accounts
> in Money has the same account number, but a different fund code. Ideally, I
> would like to have ONE account in Money that contains 6 different
> investments. That way, I can see the account balance at a glance. That is
> how I had it set up originally, but then I was unable to connect to American
> Funds to download transaction information. Is there a solution to this that
> allows me to have all 6 investments contained in a single account (just as
> they are in reality) and still maintain my ability to download transaction
> information from American Funds, or must I maintain 6 different 403(b)
> accounts in MS Money?

If you want to download from American Funds, you will want to do it
their way. That is what I would do.

If you want to download into a single account, you would have to
change providers.

If you want to get things into a single account from American Funds,
you will have to convince them to change, or you will have to do
some manual entry.

#-1 08-19-2005, 08:50 PM

Please forgive me if this question has already been answered, but I've
searched this forum and googled for an answer with no success.

I have a 403(b) account with American Funds. Money in this account is
spread across 6 different investments. I had to set up 6 different accounts
- one for each investment - in order to get MS Money 2006 to connect to
American Funds and download transactions correctly. Each of the 6 accounts
in Money has the same account number, but a different fund code. Ideally, I
would like to have ONE account in Money that contains 6 different
investments. That way, I can see the account balance at a glance. That is
how I had it set up originally, but then I was unable to connect to American
Funds to download transaction information. Is there a solution to this that
allows me to have all 6 investments contained in a single account (just as
they are in reality) and still maintain my ability to download transaction
information from American Funds, or must I maintain 6 different 403(b)
accounts in MS Money? Does Quicken offer a better solution? Thanks.

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