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Old 01-07-2004, 02:04 AM
Cal Learner-- MVP
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Default Re: 401K's - new investment elections/old ones no longer needed

In microsoft.public.money, Mark Fields wrote:

- quote -

> Question: Since I'm not interested in historical prices of the 3
> discontinued fund options, how do I eliminate the non-essential historical
> data. I would assume the sells and buys need to be retained to maintain the
> overall 401K account integrity. Also, how do I prevent Money from updating
> these 3 Mutual funds since I'm not interested in their performance?



You can do Investing-> Portfolio-> UpdateQuoteList to purge quotes for
securities you have not held for an amount of time that you specify.

Also Investing-> Portfolio-> PickQuotesToDownload will let you stop
downloading some of the quotes.


  #-1  
Old 01-06-2004, 11:39 PM
Mark Fields
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Default 401K's - new investment elections/old ones no longer needed

My company's 401K plan has been revised. They dropped 3 funds (of 8 choices
we had) and added 5. Any shares invested in these funds were transferred
into the new (correspondingly similar) funds.

I have figured out how to do the transactions to get the account tidied up
in Money 2003.

Question: Since I'm not interested in historical prices of the 3
discontinued fund options, how do I eliminate the non-essential historical
data. I would assume the sells and buys need to be retained to maintain the
overall 401K account integrity. Also, how do I prevent Money from updating
these 3 Mutual funds since I'm not interested in their performance?

Mark


 

Tags
401k, elections or old, investment, longer, needed
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