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Old 12-17-2006, 09:22 PM
Cal Learner-- MVP
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Default Re: 401k statement date

In microsoft.public.money, jpconnelly wrote:

- quote -

> While entering historical data for my 401k, I accidently entered a statement
> date of 9/30/2006 instead of 9/30/2000. I didn't realize it until I tried to
> load 12/31/2000 statement, and received a pop-up that said "please enter a
> statement date later than your last statement date". After realizing my
> error, I deleted the transactions with the incorrect date and tried to
> reenter them with the correct date. At the 401k manager, it still shows the
> 9/30/2006 statement date, and won't let me enter any transactions prior to it.
> Is there any way to delete this date or this statement without deleting the
> whole account?


Perhaps there is another way, but File-> Restore of a suitable backup
is a good general way too undo things.

If you have no suitable backup, review your backup policy.

  #-1  
Old 12-17-2006, 08:59 PM
jpconnelly
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Posts: n/a
Default 401k statement date

While entering historical data for my 401k, I accidently entered a statement
date of 9/30/2006 instead of 9/30/2000. I didn't realize it until I tried to
load 12/31/2000 statement, and received a pop-up that said "please enter a
statement date later than your last statement date". After realizing my
error, I deleted the transactions with the incorrect date and tried to
reenter them with the correct date. At the 401k manager, it still shows the
9/30/2006 statement date, and won't let me enter any transactions prior to it.

Is there any way to delete this date or this statement without deleting the
whole account?
 

Tags
401k, date, statement
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