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| If the retirement Investment Account in Money has an associated Investment Cash Account, you can do the transfers to the cash account as you are doing and then, when the investments are actually made, make the Buy transactions in the Investment Cash Account. Thus, the balance of the Investment Cash Account will reflect the money in float. "DRUAngell" <DRUAngell[at]discussions.microsoft.com> wrote in message news:AE231FC0-941D-43B5-80B5-7020252DA75A[at]microsoft.com... - quote - > I get paid every 2 weeks and money is taken out of my check each time > towards > my Simple IRA. Therefore, in my Paycheck settings in Money I include the > transfer of funds to my Simple IRA account register in Money. Then, of > course, the employer matches these funds so I have a matching transaction > resulting in 4 separate (sometimes 6) transactions for the month. > The problem is the employer doesn't actually send the money to the IRA > people but once a month. So the actual IRA statements do not match what I > have in Money. > What is a good way to handle this so I can keep these accounts balanced? > I've gotten everything else in Money from my home loans and escrows to > credit > cards, etc. but I just can't figure this one out. > Any info would be greatly appreciated. Thanks! |
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| I get paid every 2 weeks and money is taken out of my check each time towards my Simple IRA. Therefore, in my Paycheck settings in Money I include the transfer of funds to my Simple IRA account register in Money. Then, of course, the employer matches these funds so I have a matching transaction resulting in 4 separate (sometimes 6) transactions for the month. The problem is the employer doesn't actually send the money to the IRA people but once a month. So the actual IRA statements do not match what I have in Money. What is a good way to handle this so I can keep these accounts balanced? I've gotten everything else in Money from my home loans and escrows to credit cards, etc. but I just can't figure this one out. Any info would be greatly appreciated. Thanks! |
| Tags |
| 401k, employer, handle, ira |
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