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Old 07-02-2008, 02:22 AM
Ron
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Default Re: New User: Scudder 401k not showing amounts


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:7tnl64t0u9p8i1aanob0n4998i094cp0o9[at]4ax.com...
- quote -

> In microsoft.public.money, Ron wrote:
> > Hi. I am trying to check out Money Plus demo, the version currently on
> > MS's
> > website. Trying to transition over from Quicken because of all the
> > constant
> > errors. Anyway... I have my company 401k account through scudder (
> > www.mykplan.com ) and it access the account and downloads the various
> > investments and shares owned, but the dollars are at zero for everything.
> > Unless I manually input the last price and market value, it does not
> > update
> > or change. Is this normal or am I missing a setting somewhere? QUicken
> > was
> > opposite. It would update the share prices, but not the shares owned, I
> > had
> > to do that manually after accunt rebalancing. Thanks for any help, this
> > version seems a lot better except this scudder behavior.
> > Scudder info comes via a third party. It may take a bit for all of

> the info to appear. I am not sure. Maybe somebody will have
> experience with that particular institution for you.
> Do these securities have public symbols? If so, from the Portfolio,
> click UpdatePrices on the left.
> You might want to click the Shortcuts icon at the top to add buttons
> for Portfolio, AccountList, and others that you want a direct icon
> for.


Found it, thank you!! I had to manually add the symbol by right clicking
and going to investment details and it updated right away. Thanks again!


 
Old 07-02-2008, 02:00 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: New User: Scudder 401k not showing amounts

In microsoft.public.money, Ron wrote:

- quote -

> Hi. I am trying to check out Money Plus demo, the version currently on MS's
> website. Trying to transition over from Quicken because of all the constant
> errors. Anyway... I have my company 401k account through scudder (
> www.mykplan.com ) and it access the account and downloads the various
> investments and shares owned, but the dollars are at zero for everything.
> Unless I manually input the last price and market value, it does not update
> or change. Is this normal or am I missing a setting somewhere? QUicken was
> opposite. It would update the share prices, but not the shares owned, I had
> to do that manually after accunt rebalancing. Thanks for any help, this
> version seems a lot better except this scudder behavior.


Scudder info comes via a third party. It may take a bit for all of
the info to appear. I am not sure. Maybe somebody will have
experience with that particular institution for you.

Do these securities have public symbols? If so, from the Portfolio,
click UpdatePrices on the left.

You might want to click the Shortcuts icon at the top to add buttons
for Portfolio, AccountList, and others that you want a direct icon
for.
  #-1  
Old 07-02-2008, 01:44 AM
Ron
Guest
 
Posts: n/a
Default New User: Scudder 401k not showing amounts

Hi. I am trying to check out Money Plus demo, the version currently on MS's
website. Trying to transition over from Quicken because of all the constant
errors. Anyway... I have my company 401k account through scudder (
www.mykplan.com ) and it access the account and downloads the various
investments and shares owned, but the dollars are at zero for everything.
Unless I manually input the last price and market value, it does not update
or change. Is this normal or am I missing a setting somewhere? QUicken was
opposite. It would update the share prices, but not the shares owned, I had
to do that manually after accunt rebalancing. Thanks for any help, this
version seems a lot better except this scudder behavior.


 

Tags
401k, amounts, scudder, showing, user
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