The "recovered" import did the trick -- I tried to do the import as
"download statement", and that did not work. With the "recover accounts"
I was able to get the data in the retirement fund! Thanks for the advise!

Wolf


Cal Learner-- MVP wrote:
- quote -

In microsoft.public.money, wolf wrote:

- quote -

To see what a QIF file for import to the retirement account would
look like, File-> Export such an account. Examine that file. Note
that you would be limited to File-> Import of the file for the
investment/retirement account to the New/Recovered import.
Duplicates will not be looked for by Money.

You could generate OFX files, in theory. They are more complex to
produce. With its Financial Institution Transaction ID <FITIDfields, Money knows to ignore later transactions that come in later
with the same FITID. ofx.net has the specs, but that is a lot of
work to synthesize the OFX yourself.


- quote -

Thanks for the feedback. I basically created my own OFX/QIF file from
the downloaded information -- the downloaded information is a
spreadsheet. I wrote my own small tool to generate the files, works fine
for any of the other accounts.

What is really missing is that you can select not just the regular
banking accounts for import, but also the investment/retirement
accounts. Do you know how I can convince Money that the file I provide
would be one for the retirement fund?

FYI, even when you export the investment account as QIF (either tight or
loosen), when I try to import the exact same file later again in Money,
it would not recognize it as investment account.

What can I do to get the file into Money?

Regards,

W. Wahn

Cal Learner-- MVP wrote:
- quote -

In microsoft.public.money, wolf_wahn wrote:

- quote -

Good information about your 401K provider? What is available would
vary with your provider.

Money 2006 would be able to do some things, but not others that
Money Plus would be able to do. Money Plus may or may not be able
to get info from your provider.

http://www.microsoft.com/money/banko...BrokeragesOnly
may offer some information.

Hi,

I am trying to import transactions to a 401K fund in Money 2006, but Money does not offer the retirement fund
as selection for the import function.

Does anybody know how to import the transactions, either as QIF or OFX file? I don't want to type in all the transactions
by hand.

If Money 2006 does not support the function, does someone know if the recent versions have that feature?

Hope that somebody out there has some good information!!!

W. Wahn