Downloading Broker Statements

When asked to select the time frame of information I wish to download from a
broker, the selections are:
1. last 7 days
2. 30 days
3. Custom Range
4. Don't remember

I wanted to download my info for 3/1-3/31/2005, so I went to the custom
range, where I could either enter a date or go to the calendar and click on
a date. But I was only allowed to enter one date. What about the second
date? Isn't that what a range means?

And does 30 days mean the LAST 30 days or any thirty days? Should I have
used that button.

The more I use this program, the more I hate it and find I have to go to too
many windows to do what I want to do.

Thanks for your time:

via_newsgroup
Wed Apr 13 10:49:20 CDT 2005

In microsoft.public.money, Dave Schwartz wrote:

>When asked to select the time frame of information I wish to download from a
>broker, the selections are:
>1. last 7 days
>2. 30 days
>3. Custom Range
>4. Don't remember

Who is the broker?

Dave
Wed Apr 13 21:41:25 CDT 2005

Charles Schwab

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:qrfq51tror9efb6c5mutur2lsarbsha8rj@4ax.com...
> In microsoft.public.money, Dave Schwartz wrote:
>
> >When asked to select the time frame of information I wish to download
from a
> >broker, the selections are:
> >1. last 7 days
> >2. 30 days
> >3. Custom Range
> >4. Don't remember
>
> Who is the broker?
>

via_newsgroup
Wed Apr 13 21:49:02 CDT 2005

In microsoft.public.money, Dave Schwartz wrote:

>Charles Schwab

Good.

So you are setting this up thru Money and not using a web site. You
don't need to have a Passport on your account, and the transactions
come directly from a Schwab server.

The question being asked is only for the first time. It is possible
you will have some duplications this first time, but if you match
the downloaded transactions to the ones you have entered, that
should not be a problem. If you have not cleared the transactions
already, the matching will probably happen by default.

After the first time, Money will only look at transactions that have
not been downloaded before.



>
>"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
>news:qrfq51tror9efb6c5mutur2lsarbsha8rj@4ax.com...
>> In microsoft.public.money, Dave Schwartz wrote:
>>
>> >When asked to select the time frame of information I wish to download
>from a
>> >broker, the selections are:
>> >1. last 7 days
>> >2. 30 days
>> >3. Custom Range
>> >4. Don't remember
>>
>> Who is the broker?
>>
>