Thanks for the feedback!

"XB77" wrote:

- quote -

Good to know that there is at least one new good thing in M06. Now I wonder
if Vanguard indexes for OFX by CUSIP as well as ticker and name. Thank you.

Not quite right - beginning with 2006, Money will update securities via
CUSIP but only if the financial institution provides the data in its OFX
file. I have some providers that do provide that info (and it's wonderful),
but others that don't.

--
Michael Gordon
MVP


"XB77" <XB77[at]My-Deja.com> wrote in message
news:11sd2o2ul3du4b[at]corp.supernews.com...
- quote -

In my experience, in the absence of a recognized symbol, a CUSIP number,
despite being a "more definitive" reference and having an entry place in the
Money security setup, doesn't help get quotes or help with a sync to the
security info downloaded from the broker. (In my case, obscure OTC bonds,
Vanguard, and M04 Deluxe.) I don't think that Money does anything with the
CUSIP number but keep it for the user's reference, which is a shame. Of
course, it may be that most brokerages or web based quote servers don't
index by CUSIP, but I doubt it.

In microsoft.public.money, Craig wrote:

- quote -

In some cases, Money 2006 will get the price in the OFX download
from your broker. In other cases, not. Help it as best you can by
entering the CUSIP into the bond details.... but it still may not
happen.


- quote -

You can set it up as a mutual fund. Without a symbol known to the
quote servers, I don't think there is an alternative to your
entering the price manually, however.

Hello,
I have Money 2006 Deluxe and am entering two new investments that are
causing me fits.

1) A bond. I have the CUSIP number and I enter it in the Investment
Details section. However, it will not track this bond. I can track it at
Fidelity etc but not via money. Has any one had htis problem? Can I track a
bond by CUSIP?

2) A Managed Portfolio. I have a 529 (college fund) for my son. It is a
managed fund - sort of like an index. It also has a CUSIP and has a daily
price. How can I enter such an investment in Money?

Kind Regards,
Craig