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| "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:7tnl64t0u9p8i1aanob0n4998i094cp0o9[at]4ax.com... - quote - > In microsoft.public.money, Ron wrote:
Found it, thank you!! I had to manually add the symbol by right clicking> > 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. and going to investment details and it updated right away. Thanks again! |
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| In microsoft.public.money, Ron wrote: - quote - > Hi. I am trying to check out Money Plus demo, the version currently on MS's
Scudder info comes via a third party. It may take a bit for all of> 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. 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. |
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| 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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