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Old 09-20-2008, 08:31 PM
Shawn Uhlenhake
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Default RE: Best way to record 401k transactions?

Figured it out.

"Shawn Uhlenhake" wrote:

- quote -

> My company uses Vanguard for our 401k. When I download into Microsoft Money,
> I only see my account holdings. Does anyone know an easy way to insert
> transactions other than manually inputting each one?
> Here's the info from Vanguard:
> "Microsoft has chosen to implement 401(k) and similar employer-sponsored
> retirement accounts by providing only the account's holdings in the Microsoft
> Money account. When you download and import an OFX file for an employer plan
> account from Vanguard, Money will update your holdings using "Add Shares" or
> "Remove Shares" transactions as appropriate, but the actual transactions that
> were performed within your account will not appear in your Money register.
> You may wish to read "View transactions and history information in your
> 401(k) or 403(b) account" within Microsoft Money's Help area. For more
> information on how Microsoft Money provides account information for your
> retirement accounts, we recommend that you contact Microsoft directly and
> specifically reference this Help file."
> Is there a way to copy everything into an Excel file and then input it into
> a 401k account?

  #-1  
Old 09-14-2008, 03:11 PM
Shawn Uhlenhake
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Posts: n/a
Default Best way to record 401k transactions?

My company uses Vanguard for our 401k. When I download into Microsoft Money,
I only see my account holdings. Does anyone know an easy way to insert
transactions other than manually inputting each one?

Here's the info from Vanguard:
"Microsoft has chosen to implement 401(k) and similar employer-sponsored
retirement accounts by providing only the account's holdings in the Microsoft
Money account. When you download and import an OFX file for an employer plan
account from Vanguard, Money will update your holdings using "Add Shares" or
"Remove Shares" transactions as appropriate, but the actual transactions that
were performed within your account will not appear in your Money register.

You may wish to read "View transactions and history information in your
401(k) or 403(b) account" within Microsoft Money's Help area. For more
information on how Microsoft Money provides account information for your
retirement accounts, we recommend that you contact Microsoft directly and
specifically reference this Help file."

Is there a way to copy everything into an Excel file and then input it into
a 401k account?

 

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401k, record, transactions
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