I wouldn't expect any side effects, but I could be surprised.

"John G. Ata" <John[at]TheAtas.org-spamguard> wrote in message
news:uD%23fNmFMEHA.1312[at]TK2MSFTNGP12.phx.gbl...
- quote -

Hi Dick,

Do you see a downside to clearing the "Retirement account" checkmark from
Account Details so that the update wizard cannot be used and then turning it
on again? That seems to reset things, but I wondered if there was a fly in
the ointment, so to speak.

Thanks,
John

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uEJOXPEMEHA.2532[at]TK2MSFTNGP10.phx.gbl...
- quote -

In microsoft.public.money, Dick Watson wrote:

- quote -

I do -- as described in the first of the two quoted paragraphs you
appended below.

- quote -

Oops... The selection at the upper left that says Account Summary.
I see it... mental block... I was looking at the bottom

In microsoft.public.money, Dick Watson wrote:

- quote -

I do -- as described in the first of the two quoted paragraphs you
appended below.

- quote -

Hmmm... I have no such link.

- quote -

I just set up a new 401k in a test file. It is shown as a Retirement
Account in the properties.


- quote -

Env: M04 Deluxe, selecting one of my 401k accounts from the Account List.

So under the View heading on the left you do not have three choices: Account
Summary, Investment Transactions, and Cash Transactions?

When I select Account Summary, at the bottom of the view window I have "Do
you need to update your holdings?", a link for Account Update "Just let me
quickly update how much I own.", and a link for Investment Transactions "Let
me enter all details so Money can track my performance and taxes."

I'm wondering if our accounts are setup for the same account types, etc.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:h60a90di73jpft6l00e252d3n2u4r31qs3[at]4ax.com...
- quote -

In microsoft.public.money, Dick Watson wrote:

- quote -

From the Account list in Money 2004, clicking my 401K account leads
me to the account transactions register. The left column has
Investment Transactions selected under the View heading.

Under Common Tasks heading, I have Connect to broker, Update Prices,
Research online, More investing tasks, and Change Account Details.

At the bottom I see Online and Internet Updates. above that are
New, Edit, and Delete buttons. Above that are the balances. If I
Show Transaction Forms, I loose the New, Edit, and Delete buttons in
favor of an entry form.

Help has an item titled "Learn about the investment account summary
", but it does not tell how to get there.


- quote -

The only sure-fire way is to open a support case at
http://support.microsoft.com. To do this, you have to have a currently
supported version (M02 ? Deluxe and higher) and it has to be a retail
release.

It's probably not worth the hassle. This thing hasn't worked very well since
they first added it many versions ago. It seems hard to imagine that they
don't have a significant number of reports of problems with it, but
apparently they don't want to fix it. The support group would probably just
tell you to export/import QIF or reinstall the app or something.

"John G. Ata" <John[at]TheAtas.org-spamguard> wrote in message
news:uiao5eEMEHA.2632[at]TK2MSFTNGP09.phx.gbl...
- quote -

When I select my 401k account, I end up on View: Investment Transactions.
Other choices are Account Summary (the one) and Cash Transactions.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:ees990lh5sa7gich4jklk8bpkj24m8oo9r[at]4ax.com...
- quote -

Hi Dick,

Yes, that works... thanks... also my other non-retirement accounts (e.g.
checking, savings, etc.) balance just fine. It would be nice if Microsoft
knew about this... how would I report it?

Take care,
John

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uEJOXPEMEHA.2532[at]TK2MSFTNGP10.phx.gbl...
- quote -

In microsoft.public.money, Dick Watson wrote:

- quote -

What is the Account Summary page?

For some reason, this wizard thing has never worked particularly well. I've
long used the quick update from the Account Summary page--it's sort of
hidden in a non-standard location down at the bottom: Account Update.

"John G. Ata" <John[at]TheAtas.org-spamguard> wrote in message
news:OQo%23V0$LEHA.644[at]TK2MSFTNGP10.phx.gbl...
- quote -

Hi,

After postponing the reconciliation of my retirement (401K account), I can
no longer run the wizard that does this (More Investing Tasks/Update
retirement account). After the initial window asking for the dates, when I
click on "Next", the window disappears and nothing happens. If I click on
"Postpone" again, my Money file becomes corrupt and I get an error message
explaining this to me. Is anyone else having this problem? Please advise -
I've been updating my 401K for years now with no problem. I tried level 1
and level 2 repairs to no avail.

Take care,
John