05-02-2004, 08:14 PM
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 Re: Direct statements for retirement account don't seem to update properly Hi John, First save your .mny file and then follow the procedure you found in the KB you mentioned. It should work in your case . If any undesirable effect occurs go back to your back up Best to you, Chris G. "John G. Ata" <John[at]TheAtas.org-spamguard> wrote in message news:Oki9d4FMEHA.2456[at]TK2MSFTNGP12.phx.gbl... - quote - > Hi, > When I manually update my retirement account from Fidelity by downloading a > QIF statement and importing it, it works fine. However, if I do a direct > update, the individual transactions do not appear. I just see lump sum > adjustments in the cash account. I see a KB article here that sounds like > this... > http://support.microsoft.com/default...b;en-us;822766. Does anyone > know if this will solve my problem and if there are any downsides to marking > the account something other than 401K (which it is)? > --John |
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#-1
05-02-2004, 03:57 PM
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| Direct statements for retirement account don't seem to update properly Hi, When I manually update my retirement account from Fidelity by downloading a QIF statement and importing it, it works fine. However, if I do a direct update, the individual transactions do not appear. I just see lump sum adjustments in the cash account. I see a KB article here that sounds like this... http://support.microsoft.com/default...b;en-us;822766. Does anyone know if this will solve my problem and if there are any downsides to marking the account something other than 401K (which it is)? --John |
| Tags |
| account, direct, properly, retirement, statements, update |
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