11-05-2007, 03:46 PM
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 Re: 401k Vesting Schedule Not easily. I'd say that referring to the plan's web site to get vested amounts will be a LOT easier than anything you could kludge together in Money. "Fred" <Fred[at]discussions.microsoft.com> wrote in message news:415FB666-F55B-406D-B231-92433E05D345[at]microsoft.com... - quote - > Is there anyway to apply a vesting schedule to my 401K account in MS > Money? > I am currently downloading transactions from Fidelity, but I would like to > apply a vesting schedule to those transactions that have to be vested. > The > vesting schedule is based on the deposit of the money from the employer. > The end goal would be to view the "earned" portion vs the "unvested" > portion > in the Account Summary View. |
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#-1
11-02-2007, 01:02 AM
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| 401k Vesting Schedule Is there anyway to apply a vesting schedule to my 401K account in MS Money? I am currently downloading transactions from Fidelity, but I would like to apply a vesting schedule to those transactions that have to be vested. The vesting schedule is based on the deposit of the money from the employer. The end goal would be to view the "earned" portion vs the "unvested" portion in the Account Summary View. |
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| 401k, schedule, vesting |
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