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#5
12-10-2005, 10:05 PM
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 Re: How do I get Money 2006 to properly process the update from Fidelity It says, "Your statement included the transaction below, but there is no match for it in your account register. Do you want to add it to your register now?" It is trying to add a dividend reinvestment to one of the funds that I already own, but it has no idea which fund to apply the dividend reinvestment to. So, how do I fix it so that it will apply the dividend reinvestment to the proper fund? Rod "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message news:%231kock4%23FHA.3104[at]TK2MSFTNGP15.phx.gbl... - quote - > Hi Rod, > Do you remember what the message said? > -- > Michael Gordon > MVP > "Rod" <Rod[at]NO.SPAM> wrote in message > news:ei$EFng%23FHA.516[at]TK2MSFTNGP15.phx.gbl... > > Hello Michael, > > > No, I was not given a choice to identify the security. All it did was > > show me the message and asked if I wanted to postpone working with it or > > not. > > > Rod > > > > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > > news:egtAjTT%23FHA.472[at]TK2MSFTNGP15.phx.gbl... > > > Hi Rod, > > > When you say "Money didn't have a clue" -- what then happened? Were you > > > given a choice to identify the security? Did you do anything? > > > > > -- > > > Michael Gordon > > > MVP > > > > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > > news:OQy0lWH%23FHA.1028[at]TK2MSFTNGP11.phx.gbl... > > > > Hi Michael, > > > > > > > Thank you, for your help. I have one Fidelity account with different > > > > funds in it. > > > > > > > Rod > > > > > > > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > > > > news:eT8Y%23OD%23FHA.356[at]TK2MSFTNGP12.phx.gbl... > > > > > How do you have Fidelity set up in Money? Different Fidelity accounts? > > > > > Or different Fidelity investments in one Fidelity account? > > > > > > > > > -- > > > > > Michael Gordon > > > > > MVP > > > > > > > > > > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > > > > news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... > > > > > > I installed Money 2006 Premium a few days ago, upgrading from Money > > > > > > 2004. I have a 403(b) with Fidelity, and automatic downloads into > > > > > > Money. I got a message saying that Money 2006 had to process a > > > > > > statement from Fidelity - it was a reinvestment for one of the funds I > > > > > > have. However, Money 2006 didn't have a clue as to which fund to put > > > > > > it into, and no where within the statement did I see the fund's > > > > > > symbol. > > > > > > > > > > > So, how do I get Money 2006 to add the reinvestment to the proper > > > > > > fund, rather than just dumping it in an unrelated way, into my > > > > > > retirement account within Money 2006? > > > > > > > > > > > Rod > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > |
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#4
12-07-2005, 10:51 PM
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| Re: How do I get Money 2006 to properly process the update from Fidelity Hi Rod, Do you remember what the message said? -- Michael Gordon MVP "Rod" <Rod[at]NO.SPAM> wrote in message news:ei$EFng%23FHA.516[at]TK2MSFTNGP15.phx.gbl... - quote - > Hello Michael, > No, I was not given a choice to identify the security. All it did was > show me the message and asked if I wanted to postpone working with it or > not. > Rod > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > news:egtAjTT%23FHA.472[at]TK2MSFTNGP15.phx.gbl... > > Hi Rod, > > When you say "Money didn't have a clue" -- what then happened? Were you > > given a choice to identify the security? Did you do anything? > > > -- > > Michael Gordon > > MVP > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > news:OQy0lWH%23FHA.1028[at]TK2MSFTNGP11.phx.gbl... > > > Hi Michael, > > > > > Thank you, for your help. I have one Fidelity account with different > > > funds in it. > > > > > Rod > > > > > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > > > news:eT8Y%23OD%23FHA.356[at]TK2MSFTNGP12.phx.gbl... > > > > How do you have Fidelity set up in Money? Different Fidelity accounts? > > > > Or different Fidelity investments in one Fidelity account? > > > > > > > -- > > > > Michael Gordon > > > > MVP > > > > > > > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > > > news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... > > > > > I installed Money 2006 Premium a few days ago, upgrading from Money > > > > > 2004. I have a 403(b) with Fidelity, and automatic downloads into > > > > > Money. I got a message saying that Money 2006 had to process a > > > > > statement from Fidelity - it was a reinvestment for one of the funds I > > > > > have. However, Money 2006 didn't have a clue as to which fund to put > > > > > it into, and no where within the statement did I see the fund's symbol. > > > > > > > > > So, how do I get Money 2006 to add the reinvestment to the proper > > > > > fund, rather than just dumping it in an unrelated way, into my > > > > > retirement account within Money 2006? > > > > > > > > > Rod > > > > > > > > > > > > > > > > > > > > |
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#3
12-06-2005, 01:07 AM
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| Re: How do I get Money 2006 to properly process the update from Fidelity Hello Michael, No, I was not given a choice to identify the security. All it did was show me the message and asked if I wanted to postpone working with it or not. Rod "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message news:egtAjTT%23FHA.472[at]TK2MSFTNGP15.phx.gbl... - quote - > Hi Rod, > When you say "Money didn't have a clue" -- what then happened? Were you > given a choice to identify the security? Did you do anything? > -- > Michael Gordon > MVP > "Rod" <Rod[at]NO.SPAM> wrote in message > news:OQy0lWH%23FHA.1028[at]TK2MSFTNGP11.phx.gbl... > > Hi Michael, > > > Thank you, for your help. I have one Fidelity account with different > > funds in it. > > > Rod > > > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > > news:eT8Y%23OD%23FHA.356[at]TK2MSFTNGP12.phx.gbl... > > > How do you have Fidelity set up in Money? Different Fidelity accounts? > > > Or different Fidelity investments in one Fidelity account? > > > > > -- > > > Michael Gordon > > > MVP > > > > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > > news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... > > > > I installed Money 2006 Premium a few days ago, upgrading from Money > > > > 2004. I have a 403(b) with Fidelity, and automatic downloads into Money. > > > > I got a message saying that Money 2006 had to process a statement from > > > > Fidelity - it was a reinvestment for one of the funds I have. However, > > > > Money 2006 didn't have a clue as to which fund to put it into, and no > > > > where within the statement did I see the fund's symbol. > > > > > > > So, how do I get Money 2006 to add the reinvestment to the proper fund, > > > > rather than just dumping it in an unrelated way, into my retirement > > > > account within Money 2006? > > > > > > > Rod > > > > > > > > > > > > |
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#2
12-04-2005, 11:43 PM
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| Re: How do I get Money 2006 to properly process the update from Fidelity Hi Rod, When you say "Money didn't have a clue" -- what then happened? Were you given a choice to identify the security? Did you do anything? -- Michael Gordon MVP "Rod" <Rod[at]NO.SPAM> wrote in message news:OQy0lWH%23FHA.1028[at]TK2MSFTNGP11.phx.gbl... - quote - > Hi Michael, > Thank you, for your help. I have one Fidelity account with different > funds in it. > Rod > "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message > news:eT8Y%23OD%23FHA.356[at]TK2MSFTNGP12.phx.gbl... > > How do you have Fidelity set up in Money? Different Fidelity accounts? Or > > different Fidelity investments in one Fidelity account? > > > -- > > Michael Gordon > > MVP > > > > "Rod" <Rod[at]NO.SPAM> wrote in message > > news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... > > > I installed Money 2006 Premium a few days ago, upgrading from Money 2004. > > > I have a 403(b) with Fidelity, and automatic downloads into Money. I got > > > a message saying that Money 2006 had to process a statement from > > > Fidelity - it was a reinvestment for one of the funds I have. However, > > > Money 2006 didn't have a clue as to which fund to put it into, and no > > > where within the statement did I see the fund's symbol. > > > > > So, how do I get Money 2006 to add the reinvestment to the proper fund, > > > rather than just dumping it in an unrelated way, into my retirement > > > account within Money 2006? > > > > > Rod > > > > > > |
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#1
12-04-2005, 12:54 AM
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| Re: How do I get Money 2006 to properly process the update from Fidelity Hi Michael, Thank you, for your help. I have one Fidelity account with different funds in it. Rod "Michael Gordon, MVP" <gordonm[at]denison.edu> wrote in message news:eT8Y%23OD%23FHA.356[at]TK2MSFTNGP12.phx.gbl... - quote - > How do you have Fidelity set up in Money? Different Fidelity accounts? Or > different Fidelity investments in one Fidelity account? > -- > Michael Gordon > MVP > "Rod" <Rod[at]NO.SPAM> wrote in message > news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... > > I installed Money 2006 Premium a few days ago, upgrading from Money 2004. > > I have a 403(b) with Fidelity, and automatic downloads into Money. I got > > a message saying that Money 2006 had to process a statement from > > Fidelity - it was a reinvestment for one of the funds I have. However, > > Money 2006 didn't have a clue as to which fund to put it into, and no > > where within the statement did I see the fund's symbol. > > > So, how do I get Money 2006 to add the reinvestment to the proper fund, > > rather than just dumping it in an unrelated way, into my retirement > > account within Money 2006? > > > Rod > > |
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12-03-2005, 05:02 PM
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| Re: How do I get Money 2006 to properly process the update from Fidelity How do you have Fidelity set up in Money? Different Fidelity accounts? Or different Fidelity investments in one Fidelity account? -- Michael Gordon MVP "Rod" <Rod[at]NO.SPAM> wrote in message news:O3SZcXB%23FHA.1288[at]TK2MSFTNGP09.phx.gbl... - quote - > I installed Money 2006 Premium a few days ago, upgrading from Money 2004. > I have a 403(b) with Fidelity, and automatic downloads into Money. I got a > message saying that Money 2006 had to process a statement from Fidelity - > it was a reinvestment for one of the funds I have. However, Money 2006 > didn't have a clue as to which fund to put it into, and no where within the > statement did I see the fund's symbol. > So, how do I get Money 2006 to add the reinvestment to the proper fund, > rather than just dumping it in an unrelated way, into my retirement > account within Money 2006? > Rod |
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#-1
12-03-2005, 01:28 PM
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| How do I get Money 2006 to properly process the update from Fidelity I installed Money 2006 Premium a few days ago, upgrading from Money 2004. I have a 403(b) with Fidelity, and automatic downloads into Money. I got a message saying that Money 2006 had to process a statement from Fidelity - it was a reinvestment for one of the funds I have. However, Money 2006 didn't have a clue as to which fund to put it into, and no where within the statement did I see the fund's symbol. So, how do I get Money 2006 to add the reinvestment to the proper fund, rather than just dumping it in an unrelated way, into my retirement account within Money 2006? Rod |
| Tags |
| 2006, fidelity, money, process, properly, update |
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