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Old 10-29-2003, 08:51 PM
Cal Learner-- MVP
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Default Re: cannot see a list of transactions for 401k

In microsoft.public.money, Karen wrote:

- quote -

> I downloaded the transaction lists for my 401k account.
> However, all I saw is "add shares" without the list of
> transactions.


Your transactions from your custodian may not be downloadable.

A really neat way to find prior postings in this group is to use the
Google Usenet Groups archive.

http://groups.google.com/advanced_group_search enter words that you
think would be in relevant posts into the "all of the words" box.
Enter microsoft.public.money into the newsgroup box. Consider
selecting Sort By Date.

Search for people discussing your custodian.

  #-1  
Old 10-29-2003, 06:36 PM
Karen
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Default cannot see a list of transactions for 401k

I downloaded the transaction lists for my 401k account.
However, all I saw is "add shares" without the list of
transactions.

I tried the following resolution suggested in the money
help. But it just doesn't work. Please help.

"On the Accounts & Bills menu, click Account List.
Click your 401K or 403B account, and then click Change
account details.
Click to clear the Retirement check box.
Click to select the Retirement account check box, and then
click OK on the message that appears.
In the Edit Account dialog box, click Other (for
employees), and then click Finish."

 

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401k, list, transactions
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