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#2
01-20-2006, 04:48 PM
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 RE: 'Balancing' 401k fund through quarterly statement - quote - > Hey Tom, I just did this last night. It's the 401(k) manager. Go into
Sorry, Tom. I don't know why I mentioned the 401(k) manager in my reply.> Portfolio, left pane "Common Tasks", select Update Prices Manually. This is > how it worked in 2002 Deluxe, too. > Frank UPDATE: 401(k) manager on the brain  |
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#1
01-20-2006, 04:29 PM
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| RE: 'Balancing' 401k fund through quarterly statement - quote - > I have an employer 401K that cannot be updated via auto-update (i.e.
Hey Tom, I just did this last night. It's the 401(k) manager. Go into> their mutual fund offerings are internal and do not have a 'real' stock > ticker symbol). In previous versions of Money (previous to 2006) there > was an option that was called something like 'Balance 401k' or 'Enter > 401k statement' or something like that - this was used to enter the > prices from your quarterly (or whatever) statement into money so it > would at least have somewhat correct prices. However, I know longer see > this option anywhere in my investment portfolio menus... So how does > one now enter this information from their quarterly statement into > Money? Thanks in advance. > Tom > -- Portfolio, left pane "Common Tasks", select Update Prices Manually. This is how it worked in 2002 Deluxe, too. Frank |
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01-20-2006, 04:16 PM
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| Re: 'Balancing' 401k fund through quarterly statement In microsoft.public.money, Tom wrote: - quote - > I have an employer 401K that cannot be updated via auto-update (i.e.
If you know the price of the funds, and you know what you own, I> their mutual fund offerings are internal and do not have a 'real' stock > ticker symbol). In previous versions of Money (previous to 2006) there > was an option that was called something like 'Balance 401k' or 'Enter > 401k statement' or something like that - this was used to enter the > prices from your quarterly (or whatever) statement into money so it > would at least have somewhat correct prices. However, I know longer see > this option anywhere in my investment portfolio menus... So how does > one now enter this information from their quarterly statement into > Money? Thanks in advance. suggest you enter the Buys, Sells and prices manually. MoreInvestingTasks-> 401(K)Manager and MoreInvestingTasks-> UpdateRetirementAccount are more for when the underlying data are not available to you. |
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#-1
01-20-2006, 03:52 PM
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| 'Balancing' 401k fund through quarterly statement I have an employer 401K that cannot be updated via auto-update (i.e. their mutual fund offerings are internal and do not have a 'real' stock ticker symbol). In previous versions of Money (previous to 2006) there was an option that was called something like 'Balance 401k' or 'Enter 401k statement' or something like that - this was used to enter the prices from your quarterly (or whatever) statement into money so it would at least have somewhat correct prices. However, I know longer see this option anywhere in my investment portfolio menus... So how does one now enter this information from their quarterly statement into Money? Thanks in advance. Tom -- |
| Tags |
| 401k, balancing, fund, quarterly, statement |
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