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| Money provides no support for 401k vesting--you could fake it with two investment accounts, one vested and one not, with periodic transfers from one to the other. I think you've pretty much identified the two choices for setting up a pension account--unless it's portable, I'd probably not mess with it. "John DeMastri" <john_demastri[at]mindspring.com> wrote in message news:02a601c3d49d$4d8dabb0$a501280a[at]phx.gbl... - quote - > I have a 401K and a pension that I'm trying to add to > Money. The amounts that I contribute are easy enough. > How can I show the vesting schedule for the employer > matched portion for these? The "Employee Stock Option" > feature had this, but how can I do this for these account > types? > Also, I'm using a regular "Savings" account for the > pension, since all the other Retirement accounts seem to > be investment based. Is there a better way to enter the > pension? There are only contributions and interest > transactions, no securities purchases or similar. > I suppose one way to cheat it would be to set up a $1 > dummy stock and treat it like a Stock Option plan, but > that would hardly be intuitive... > I'm using MS Money Deluxe 2004 |
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| I have a 401K and a pension that I'm trying to add to Money. The amounts that I contribute are easy enough. How can I show the vesting schedule for the employer matched portion for these? The "Employee Stock Option" feature had this, but how can I do this for these account types? Also, I'm using a regular "Savings" account for the pension, since all the other Retirement accounts seem to be investment based. Is there a better way to enter the pension? There are only contributions and interest transactions, no securities purchases or similar. I suppose one way to cheat it would be to set up a $1 dummy stock and treat it like a Stock Option plan, but that would hardly be intuitive... I'm using MS Money Deluxe 2004 Replies here and by email are fine. Thanks - John |
| Tags |
| accounts, retirement, setting, vest |
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