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Subject Author Date
Q07P and401k Larry Waibel 09-09-2006
Posted by Larry Waibel on September 9, 2006, 4:08 pm
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 I've been using Quicken for over 15 years and updated every year without any
major problems. This year I wish I hadn't updated and wish there were a way
to go back but I've messed with this version too long and can't see trying to
reenter all the transactions so I guess I'll just have to live with it but I
doubt I'll be so quick to update next year! I've had nothing but problems
with my 401K and Prudential; they say they don't support it yet after days of
OL 292B then I can suddenly connect but all it downloads is placeholders and
not the transactions. So I figured I'd just give up and enter them by hand.
But when I do, even though I enter it as a Bought transaction, the cash
amount shows N/A and the help says that's normal for a BoughtX transaction.
But I'm entering a Bought transaction. How do I get the transaction to use
the cash from the cash balance of the account?


Posted by John Pollard on September 9, 2006, 5:57 pm
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> I've been using Quicken for over 15 years and updated every
> year without any
> major problems. This year I wish I hadn't updated and wish
> there were a way
> to go back but I've messed with this version too long and
> can't see trying to
> reenter all the transactions so I guess I'll just have to live
> with it but I
> doubt I'll be so quick to update next year! I've had nothing
> but problems
> with my 401K and Prudential; they say they don't support it
> yet after days of
> OL 292B then I can suddenly connect but all it downloads is
> placeholders and
> not the transactions. So I figured I'd just give up and enter
> them by hand.
> But when I do, even though I enter it as a Bought transaction,
> the cash
> amount shows N/A and the help says that's normal for a BoughtX
> transaction.
> But I'm entering a Bought transaction. How do I get the
> transaction to use
> the cash from the cash balance of the account?

Get rid of the placeholders.

And unless Q2007 has fixed the problem, you will have to delete
any transaction that got linked to a placeholder (the ones with
the "N/A" for cash).

Then re-enter your transactions.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Larry Waibel on September 10, 2006, 3:00 pm
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> Newsgroups: alt.comp.software.financial.quicken
> Subject: Re: Q07P and401k
> Date: Sat, 09 Sep 2006 21:57:28 GMT
>
> > I've been using Quicken for over 15 years and updated every
> > year without any
> > major problems. This year I wish I hadn't updated and wish
> > there were a way
> > to go back but I've messed with this version too long and
> > can't see trying to
> > reenter all the transactions so I guess I'll just have to live
> > with it but I
> > doubt I'll be so quick to update next year! I've had nothing
> > but problems
> > with my 401K and Prudential; they say they don't support it
> > yet after days of
> > OL 292B then I can suddenly connect but all it downloads is
> > placeholders and
> > not the transactions. So I figured I'd just give up and enter
> > them by hand.
> > But when I do, even though I enter it as a Bought transaction,
> > the cash
> > amount shows N/A and the help says that's normal for a BoughtX
> > transaction.
> > But I'm entering a Bought transaction. How do I get the
> > transaction to use
> > the cash from the cash balance of the account?
>
> Get rid of the placeholders.
>
> And unless Q2007 has fixed the problem, you will have to delete
> any transaction that got linked to a placeholder (the ones with
> the "N/A" for cash).
>
> Then re-enter your transactions.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
>
Yeah, I've had nothing but problems with those stupid 'placeholders'; my
other investment accounts download transactions just fine and I never have
placeholders in them. It's the 401K handling that has sucked in Quicken for
a long as I've tried to use it. And now with Prudential not even supporting
the latest version I'm back to entering the transactions by hand. A couple
of years ago, at least the 401K manual update every three months from the
statement wasn't too bad to use but with Q05 it got bad as well. So all I
can figure to do now is every two weeks when my paycheck generates the
transactions to go to the web site, print the transactions, and then enter
them by hand. What a pain for something that's supposed to be 'financial'
software <sigh>.


Posted by Gary T on September 10, 2006, 10:46 pm
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Larry Waibel wrote:
snip...
> So all I
> can figure to do now is every two weeks when my paycheck generates the
> transactions to go to the web site, print the transactions, and then enter
> them by hand.
snip...


The company that handles the 401k for my company doesn't even offer a
download, so I've had to do it this way for years. I enter about 8
transactions a month. I'd prefer it was automagic, but it's not that bad.

Regards,

Gary

Posted by Oilcan on September 14, 2006, 10:43 pm
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And there is Vanguard that rounds quantity on the paper and website to
three significant digits, but downloads up to five significants digits
and takes three entries for the dividend reinvestment of my company
stock (I delete two and change one and adjust for the rounding...)
However, none of this is Quicken's problem.


Gary T wrote:
> Larry Waibel wrote:
> snip...
> > So all I
> > can figure to do now is every two weeks when my paycheck generates the
> > transactions to go to the web site, print the transactions, and then enter
> > them by hand.
> snip...
>
>
> The company that handles the 401k for my company doesn't even offer a
> download, so I've had to do it this way for years. I enter about 8
> transactions a month. I'd prefer it was automagic, but it's not that bad.
>
> Regards,
>
> Gary


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