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#2
08-12-2007, 04:47 PM
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 Re: 401k Balance Not Right I have the same problem . . . sort of. I changed from a previous version of Money to 2007 Deluxe. The import seemed to go well (all payees, accounts, etc., transferred with no problem). When I check my paycheck distribution, it records the money transferred to the IRA account; however, when I go to the IRA account, there are no transactions recorded. The earlier version of Money did this with no problem. What's going on? John Bill Woessner wrote: - quote - > My company just got around to starting a 401k (about time!). I added > the account to Money but... it didn't work so well. It went ahead and > downloaded the data from Fidelity but now it says my account balance > is $0.02. I guess that's literally my two cents worth... > I guess the problem is that there's no cash transaction showing the > contribution being made to the account. There is, however, a cash > transaction showing the purchase of the mutual fund. Do I need to add > the cash transaction by hand? Will I have to do that for every single > contribution? > Thanks, > Bill |
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#1
08-01-2007, 10:29 AM
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| Re: 401k Balance Not Right Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > In microsoft.public.money, Bill Woessner wrote:
Should be fairly straightforward. If you track your payroll> > My company just got around to starting a 401k (about time!). I added > > the account to Money but... it didn't work so well. It went ahead and > > downloaded the data from Fidelity but now it says my account balance > > is $0.02. I guess that's literally my two cents worth... > > > I guess the problem is that there's no cash transaction showing the > > contribution being made to the account. There is, however, a cash > > transaction showing the purchase of the mutual fund. Do I need to add > > the cash transaction by hand? Will I have to do that for every single > > contribution? > There is more than one way to do it. Best is to add transactions to > add the deposits into the cash/contribution transactions. > If that is more than you want to do, then you could change the > account settings to not track cash/contributions. deposits, your 401(k) contributions are a necessary deduction (or transfer) to get the payroll check to come out right. -- __________________________________________________ ________________________________ Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all) What is on my Pocket PC? http://www.ehansberry.com/ Microsoft MVP - Mobile Devices www.pocketpc.com What is an MVP? - http://mvp.support.microsoft.com/ |
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07-31-2007, 09:25 PM
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| Re: 401k Balance Not Right In microsoft.public.money, Bill Woessner wrote: - quote - > My company just got around to starting a 401k (about time!). I added
There is more than one way to do it. Best is to add transactions to> the account to Money but... it didn't work so well. It went ahead and > downloaded the data from Fidelity but now it says my account balance > is $0.02. I guess that's literally my two cents worth... > I guess the problem is that there's no cash transaction showing the > contribution being made to the account. There is, however, a cash > transaction showing the purchase of the mutual fund. Do I need to add > the cash transaction by hand? Will I have to do that for every single > contribution? add the deposits into the cash/contribution transactions. If that is more than you want to do, then you could change the account settings to not track cash/contributions. |
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#-1
07-31-2007, 09:17 PM
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| 401k Balance Not Right My company just got around to starting a 401k (about time!). I added the account to Money but... it didn't work so well. It went ahead and downloaded the data from Fidelity but now it says my account balance is $0.02. I guess that's literally my two cents worth... I guess the problem is that there's no cash transaction showing the contribution being made to the account. There is, however, a cash transaction showing the purchase of the mutual fund. Do I need to add the cash transaction by hand? Will I have to do that for every single contribution? Thanks, Bill |
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