Balance Investment Account

01-04-2007, 12:31 AM

Reconciling IRA accounts has limited capability - designating them as
"tax-deferred" instead offers more choices. See if that helps

--
Michael Gordon

"Randy Terrell" <RandyTerrell[at]discussions.microsoft.com> wrote in message
news:944BE201-81A5-488E-9C09-A96DC7414055[at]microsoft.com...
- quote -

> Under Account Register for my 401(k) Contributions Account, I click on
> More
> Cash Tasks, then Balance an Account.
> I enter my year ended 12/29/2006 balances for my four investments, then
> click on Proceed but nothing happens.
> I believe what should happen is each investment balance should be updated
> and in some cases Shares Removed and in other cases Shares Added.
> This last worked on 12/15/2005 as indicated at the bottom left-hand corner
> of the screen that reads: Updated on 12/15/2005.
> I have searched the Knowledge Base and the Online Help without finding a
> solution.
> Thank you in advance for your consideration.

#-1 01-02-2007, 01:28 AM

Under Account Register for my 401(k) Contributions Account, I click on More
Cash Tasks, then Balance an Account.

I enter my year ended 12/29/2006 balances for my four investments, then
click on Proceed but nothing happens.

I believe what should happen is each investment balance should be updated
and in some cases Shares Removed and in other cases Shares Added.

This last worked on 12/15/2005 as indicated at the bottom left-hand corner
of the screen that reads: Updated on 12/15/2005.

I have searched the Knowledge Base and the Online Help without finding a
solution.

Thank you in advance for your consideration.

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