In microsoft.public.money, TonyK wrote:

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With Fidelity, I think being able to download 401K transactions is
an option for the employer to pay for or not.

Independent IRA accounts download transactions from Fidelity, but it
can be a bit spotty.

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I have Fidelity. I'll ask them about this problem.

I too use spreadsheets, but for the more complex analyses. I want to use
Money for the mundane daily updates.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:lblf329c2h7evgr99osg1m3o7odjs3cile[at]4ax.com...
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Get a good broker. I use OptionsXpress and can tell you their user
software is miles ahead of most. Cost is a bit more than the popcorn
brokers but you get what you pay for. Only a day trader would notice
the difference. I really could do without Mny for investments and not
miss it -- it is investment dumb anyway ... too much MSN marketing
crap shoved at you. If I want a local PC view I can download to
spreadsheets.

arthur
==
On Sat, 8 Apr 2006 08:08:35 -0600, "TonyK" <tonyk73[at]msn.com> wrote:
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In microsoft.public.money, TonyK wrote:

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Who is your broker? Did you tell your broker to set up your account
for Money download? Did it ever work? How long after the trade did
you do the download. Some brokers don't update the download
information until after midnight, and sometimes longer on the
weekend.


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From the Investment Transactions register, is there a Cash
Transactions selection on the left? If it is not grayed out, from
the Investment Transactions register press Ctrl+T to toggle to
multi-line register entries. The place for the cash to go/come
(TransferTo) from is a the bottom of the Quantity box. You can
change it.

If the Cash Transactions selection on the left is grayed out, you
will want to add a Cash Transactions register.


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I have Premium 2006 & Win98SE, and mainly use Money to track my investment
accounts. But I'm having trouble.

1. I just did a few stock trades out of my retirement account, but when I
did an update the trades did not show up in my Money register. I finally
entered it in manually, but why did Money not do it automatically? BTW, I
did a reconcile but that did not do it either.

2. After the sale, the proceeds did not show up in the Cash portion of the
account. But if I look in the upper right corner of the Cash Transaction
screen I have a line that says Bank Balance with the amount of the
transaction. Is Money confused between this investment account and a bank
account? How do I get Money to put the proceeds in the register?

3. Sounds still do not work. I tried uninstalling then reinstalling Money
but no change.

Any help would be appreciated.

Tony