In the past years I have used Quicken for my home business. I have changed to
M/S Money for a good reason.
Problem: When I Export my three funds to Money, I get all three funds as a
group, not the individual funds that I own. Nor can I seperate them as I
could in Quicken.
American Funds and Vanguard funds seperate OK.
Please think about this a little and tell me where I am going wrong.
Art Hatch.........Using MoneyPlus---Six months now!

Re: Exporting from Fidelity by Cal

Cal
Sun Apr 27 13:43:53 CDT 2008

In microsoft.public.money, Art wrote:

>Problem: When I Export my three funds to Money, I get all three funds as a
>group, not the individual funds that I own. Nor can I seperate them as I
>could in Quicken.

You are wanting three funds to show up in three separate accounts? I
know some fund families are set up that way, but I never understood
why.

Note that when you have the fund transactions in the same investment
or retirement account, you can still get independent info on each.

Also note that Fidelity Investments is different from Fidelity
NetBenefits. However for this purpose, they would act the same.


>American Funds and Vanguard funds seperate OK.
>Please think about this a little and tell me where I am going wrong.

I thought Vanguard had changed over to the concept of having more
than one fund in a single account.