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Old 03-02-2007, 10:03 PM
JRB
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Default RE: M2007 - Tracking retirement plan accounts in Budget

A little more clarification on this issue.... I found a little assistance in
the 'Help' area, which basically says that the way to fix the issue is to
create a new account and then merge the 2 together. However, the only option
available is to 'Merge duplicate accounts' and when I press that button it
tells me I have no duplicate accounts to merge.....

Help!

"JRB" wrote:

- quote -

> I am trying to track contributions to Roth IRA accounts in my budget, but
> whenever I go to add it, the accounts aren't there.
> From the main budget screen, these are the steps I take:
> 1. Select the 'Add...' button
> 2. Select 'Expense' and 'Next' button
> 3. Select 'I want to track contributions to an investestment, savings or
> debt account.. and 'Next' button
> On the next screen, I have many accounts listed, but others do not show. I
> am missing 2 Roth IRA accounts. Any idea why they would not show up on the
> list?

  #-1  
Old 03-02-2007, 06:16 PM
JRB
Guest
 
Posts: n/a
Default M2007 - Tracking retirement plan accounts in Budget

I am trying to track contributions to Roth IRA accounts in my budget, but
whenever I go to add it, the accounts aren't there.

From the main budget screen, these are the steps I take:
1. Select the 'Add...' button
2. Select 'Expense' and 'Next' button
3. Select 'I want to track contributions to an investestment, savings or
debt account.. and 'Next' button

On the next screen, I have many accounts listed, but others do not show. I
am missing 2 Roth IRA accounts. Any idea why they would not show up on the
list?

 

Tags
accounts, budget, m2007, plan, retirement, tracking
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