I have just upgraded from Money98 to Money2004.
One thing that seems to be missing is a way to
balance or reconcile my investment accounts. I
DO NOT want to do this by downloading the financials
online. Isn't there a way to do this without using the
online services? IT seems to only let me reconcile
banks and not the retirement and securities accounts.
Am I missing something?

Re: trying to reconcile investment accounts by Chris

Chris
Tue Jan 13 19:25:23 CST 2004

You're not missing something. You can reconcile the cash portion only.

"Getter" <rmgetter@yahoo.com> wrote in message
news:060601c3da36$f89e5100$a301280a@phx.gbl...
> I have just upgraded from Money98 to Money2004.
> One thing that seems to be missing is a way to
> balance or reconcile my investment accounts. I
> DO NOT want to do this by downloading the financials
> online. Isn't there a way to do this without using the
> online services? IT seems to only let me reconcile
> banks and not the retirement and securities accounts.
> Am I missing something?
>
>



Re: trying to reconcile investment accounts by Getter

Getter
Tue Jan 13 20:09:11 CST 2004

Actually, I do not even see a way to reconcile the cash
portion. If I click on Balance Accounts, even the cash
contribution accounts are not listed. Only regular bank
and credit card accounts.

>-----Original Message-----
>You're not missing something. You can reconcile the cash
portion only.
>
>"Getter" <rmgetter@yahoo.com> wrote in message
>news:060601c3da36$f89e5100$a301280a@phx.gbl...
>> I have just upgraded from Money98 to Money2004.
>> One thing that seems to be missing is a way to
>> balance or reconcile my investment accounts. I
>> DO NOT want to do this by downloading the financials
>> online. Isn't there a way to do this without using the
>> online services? IT seems to only let me reconcile
>> banks and not the retirement and securities accounts.
>> Am I missing something?
>>
>>
>
>
>.
>

Re: trying to reconcile investment accounts by Dick

Dick
Tue Jan 13 21:34:06 CST 2004

Try More cash tasks|Balance on the left of the account register.

"Getter" <anonymous@discussions.microsoft.com> wrote in message
news:0d2b01c3da43$665730c0$a001280a@phx.gbl...
> Actually, I do not even see a way to reconcile the cash
> portion. If I click on Balance Accounts, even the cash
> contribution accounts are not listed. Only regular bank
> and credit card accounts.