12-29-2005, 04:54 AM
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 Re: Money 2006: Setting up fidelity netbenefits w/ 401(k) and ESPP acc "Rodney" <Rodney[at]discussions.microsoft.com> wrote in message news:C91BDBBA-AF8C-44DF-BB7E-CD5293D4A26A[at]microsoft.com... - quote - > Hi - I purchased Money2006 last week and set it up with my credit and bank
You'll probably have to do the ESPP stuff manually. I assume the deposits> accounts. I added Fidelity Netbenefits - where I have a 401(k) and a ESPP > account - same company. However, Money only pulls the transactions from my > 401k account. I don't see a way of setting it up so it also works with the > ESPP account. The ESPP account in fidelity doesn't seem to have an account > number. > Any ideas? come from your paycheck? Schedule your paycheck. You can schedule the stock purchases, too. Recording them will require editing at the time of recording, since the actual purchase price will be different from what you scheduled. I do what I've described for my wife's ESPP through HCA. -- Chris Cowles Gainesville, FL |
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#-1
12-28-2005, 07:36 PM
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| Money 2006: Setting up fidelity netbenefits w/ 401(k) and ESPP acc Hi - I purchased Money2006 last week and set it up with my credit and bank accounts. I added Fidelity Netbenefits - where I have a 401(k) and a ESPP account - same company. However, Money only pulls the transactions from my 401k account. I don't see a way of setting it up so it also works with the ESPP account. The ESPP account in fidelity doesn't seem to have an account number. Any ideas? thanks Rodney |
| Tags |
| 2006, 401k, acc, espp, fidelity, money, netbenefits, setting, w or |
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