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| On Jan 6, 6:09 am, "RickB" <nos...[at]nospam.net> wrote: - quote - > I had to switch to Money 2007 from Money 2004 because updates expired.
I have 2007 deluxe, I have two fidelity 401K and two fidelity> However, updates so rarely work in 2007 that it doesn't seem to have been > worth it. My 401K account atFidelityis updated directly with the > institution, but it has now been 2 weeks, with me manually running update > every day, without success. > Does anybody have any suggestions at all. This is beyond frustrating. investment, one each for my wife and me. 401K always update correctly and invesment account only sync the first time and never download a single transaction since then.... no one knows what is going on on fidelity or money.. |
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#1
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| I have not experienced that problem with Fidelity NetBenefits. I have occasionally noticed that Fidelity information times out when I go after all of my various accounts at the same time as Fidelity, but if I issue it by its self it completes. I update 6 accounts from 4 separate FI's in addition to 2 accounts at Fidelity and 4 accounts at Fidelity Netbenifts. All are direct (do not use Yodlee/CashEdge). I would check the error message. It sounds like a wrong password has locked the account. From your question I do not know if it worked under 2004 and if it ever worked under 2007. I also do not know if Fidelity changed its 401K model where not all accounts had download privilege. They were requiring the company to pay for the privilege. I know for years I could only download some of my 403B information. Art McClinton "RickB" <nospam[at]nospam.net> wrote in message news:OW8HIuYMHHA.1280[at]TK2MSFTNGP04.phx.gbl... - quote - > I had to switch to Money 2007 from Money 2004 because updates expired. > However, updates so rarely work in 2007 that it doesn't seem to have been > worth it. My 401K account at Fidelity is updated directly with the > institution, but it has now been 2 weeks, with me manually running update > every day, without success. > Does anybody have any suggestions at all. This is beyond frustrating. |
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| Put your transactions in by hand. Save yourself the pain of messing with it and get the data right the first time. "RickB" <nospam[at]nospam.net> wrote in message news:OW8HIuYMHHA.1280[at]TK2MSFTNGP04.phx.gbl... - quote - > Does anybody have any suggestions at all. |
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#-1
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| I had to switch to Money 2007 from Money 2004 because updates expired. However, updates so rarely work in 2007 that it doesn't seem to have been worth it. My 401K account at Fidelity is updated directly with the institution, but it has now been 2 weeks, with me manually running update every day, without success. Does anybody have any suggestions at all. This is beyond frustrating. |
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