Something else I thought of after reading a few post.
After you perform the above on an investment account,
Money will use your purchase as a price for tracking. You
can then look back at the performance. This is very
important to me since my 401k does not have a tracker
symbol.

Also if you get your qif ready and you import it use the
"as a new or recovered accout" There is more information
in the help files about this.


- quote -

I also needed this feature, I have found a way and it
works great...at least for me. I copy the data from my
web site and paste it into excel. I have written a macro
which will take the data and convert it to qif format. I
then copy the data from excel and paste it in notepad and
save it as a .qif I then simple import the file into
money and I have the entire years records for my 401k. I
also do this for a credit card which charges for the
download but the data is free on the web.

You can write your own macro if you study the qif format.
It follows a banking standard for transaction formatting.

I arrange my pasted data in columns, then have my vbmacro
copy/format/and paste the data on sheet2 of the workbook.
the output will look something like this.

!Type:Invst
D12/26'2003
YCore Bond Fund
MBasic Before-Tax
T17.26
I11.2
NBuy
Q1.541
^
D12/26'2003
YCore Bond Fund
MEmployer Match
T4.32
I11.2
NBuy
Q0.386
^

For me it was worth the time needed to write the macro, I
now can Copy a years worth of data, convert it,import it,
and have it available in minutes. It took about three
days for me to find the info, make the connection (which I
am telling you about) and write the macro. I'm sure there
are some programmers out there that could really write
some nice macros for this. I am not a programmer but was
able to do it.

I also believe they should include this function with
money somehow

Hope this helps

If you want more information, post back here, I will check
back

- quote -

In microsoft.public.money, Cruzin wrote:

- quote -

See FAQ available at http://www.bollar.org/msmoney/ and search for
excel.

I do my banking with Smith Barney. Although I could
download directly into Money (or Quicken) there is a
monthly charge to do this. I don't want to use Money or
Quicken to pay my bills, simply to organize my finances
better.

I am able to download my account data into Excel. Is
there anyway I can import from Excel into Money? I tried
doing this using the import feature, but nothing happened
when I selected the Excel file and clicked import (no
error messages or anything).