Posted: Sat Feb 02, 2008 5:26 pm Post subject: View transactions and history information in your 401(k) or
I am looking to download transactions from a employer sponsored retiredment
account at Vanguard. When Money 2008 Delux downloads transations, it only
adds or removes shares from my account, but does not download individual
transcations. When I go to Vanguard and force the down load of all the
transations, Money shows that they were imported, but again not individual
tranactions were listed. When I go into the FAQ section at Vanguard, they
posted the following,
"...Microsoft has chosen to implement 401(k) and similar employer-sponsored
retirement accounts by providing only the account's holdings in the Microsoft
Money account. When you download and import an OFX file for an employer plan
account from Vanguard, Money will update your holdings using "Add Shares" or
"Remove Shares" transactions as appropriate, but the actual transactions that
were performed within your account will not appear in your Money register."
Can anyone confirm that one can not download individual retirement account
transactions into Money?
Archived from group: microsoft>public>moneycentral
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