401(k) Accounts
OK...I must admit it: I'm completely baffled by how Money 2004 tracks 401(k) accounts. My setup so far: * I have a 401(k) account set up with a cash (contribution) side and an investment side. * My paycheck deduction goes into the cash (contribution) side. I have this data accumulated for three years now. * I've never put in any investment transactions at all. I've been told I should be paying attention to cost-basis and that I should track share purchases in as much detail as possible. What I fail to comprehend is how money flows from paycheck to cash account to investment account to reconciling with my quarterly statements. Could someone provide me with some insight as to how Money does this? Thanks very much in advance!
yellow
money
28651 articles. 
7 followers.
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Money has no clue how your contributions get invested if you don't tell it.
For this reason, you need to not only transfer the cash from your paycheck
to the contributions account, but then also to buy investments in the
investment portion of the 401k investment account with the money coming from
the cash ("(contributions)") portion of the 401k investment account. These
are the investment transactions I think you are referring to.
"Eric A." <yellow@inlucem.com> wrote in message
news:0b1e01c391f3$9fcb5810$a301280a@phx.gbl...
> OK...I must admit it:
>
> I'm completely baffled by how Money 2004 tracks 401(k)
> accounts. My setup so far:
>
> * I have a 401(k) account set up with a cash
> (contribution) side and an investment side.
>
> * My paycheck deduction goes into the cash (contribution)
> side. I have this data accumulated for three years now.
>
> * I've never put in any investment transactions at all.
> I've been told I should be paying attention to cost-basis
> and that I should track share purchases in as much detail
> as possible.
>
> What I fail to comprehend is how money flows from paycheck
> to cash account to investment account to reconciling with
> my quarterly statements.
>
> Could someone provide me with some insight as to how Money
> does this?
littlegreengeckoDick,
Thanks very much for your reply!
I've tried setting up the individual investments and
inputting detailed transaction data for each "Buy". If I
categorize the transaction as a transfer from the cash
side of the 401(k) account, my cash balance goes into the
negative after a year of investment transactions -
despite having three years of contributions in the cash
account. I'm assuming I'm doing something wrong here.
>-----Original Message-----
>Money has no clue how your contributions get invested if
you don't tell it.
>For this reason, you need to not only transfer the cash
from your paycheck
>to the contributions account, but then also to buy
investments in the
>investment portion of the 401k investment account with
the money coming from
>the cash ("(contributions)") portion of the 401k
investment account. These
>are the investment transactions I think you are
referring to.
>
>"Eric A." <yellow@inlucem.com> wrote in message
>news:0b1e01c391f3$9fcb5810$a301280a@phx.gbl...
>> OK...I must admit it:
>>
>> I'm completely baffled by how Money 2004 tracks 401(k)
>> accounts. My setup so far:
>>
>> * I have a 401(k) account set up with a cash
>> (contribution) side and an investment side.
>>
>> * My paycheck deduction goes into the cash
(contribution)
>> side. I have this data accumulated for three years
now.
>>
>> * I've never put in any investment transactions at all.
>> I've been told I should be paying attention to cost-
basis
>> and that I should track share purchases in as much
detail
>> as possible.
>>
>> What I fail to comprehend is how money flows from
paycheck
>> to cash account to investment account to reconciling
with
>> my quarterly statements.
>>
>> Could someone provide me with some insight as to how
Money
>> does this?
>
>
>.
>
Well, one more possibility is that you are not including all contributions. What about any employer contribution component? If you were reflecting all investment buys but just your component of the contributions, you would be investing more than the contributions and the result you describe would occur. I believe the FAQ treats employer 401k contributions. "Eric A." <yellow@inlucem.com> wrote in message news:04ee01c39253$040f2c70$a001280a@phx.gbl... > I've tried setting up the individual investments and > inputting detailed transaction data for each "Buy". If I > categorize the transaction as a transfer from the cash > side of the 401(k) account, my cash balance goes into the > negative after a year of investment transactions - > despite having three years of contributions in the cash > account. I'm assuming I'm doing something wrong here.
This is something I've been putting off for too long.. and will continue to put off until I have time to figure it out. But I'm in the same boat as you, Eric. I've looked at the FAQ but haven't found anything yet that really tells you how to setup for 401k and 403b accounts. FWIW, I don't know how to do it in Q2004 either. "Eric A." <yellow@inlucem.com> wrote in message news:<04ee01c39253$040f2c70$a001280a@phx.gbl>... > Dick, > > Thanks very much for your reply! > > I've tried setting up the individual investments and > inputting detailed transaction data for each "Buy". If I > categorize the transaction as a transfer from the cash > side of the 401(k) account, my cash balance goes into the > negative after a year of investment transactions - > despite having three years of contributions in the cash > account. I'm assuming I'm doing something wrong here.
speedleverI suppose there's no general treatment of it in the FAQ because, generally speaking, it isn't a FAQ. Likewise, there are many personal variants, many plan variants, and no "one right way". There are three keys to doing this: 1) Understand splits in general and Paychecks in specific, 2) Understand the rules and mechanics of your plan, and 3) Understand what the plan investments really are and how the plan accounts for them. The basic drill is standard Money stuff: Setup retirement Investment Accounts and associated invetsment Cash Accounts. Setup your paychecks to transfer your contributions to the 401k cash account. Setup Investments. Setup some transactions (I do it in my paycheck, but there are dozens of other ways) to receive income and transfer it to the cash account for your employer's contributions. Setup transaction(s) to buy investments in the investment account using the cash that accumulates from the above transfers. In my case, my employer and I both contribute weekly and I'm paying back a 401k loan weekly as well. This is accommodated in trasactions as follows: - My contribution, their matching contribution, and my loan payment amount are all transferred from my Paycheck to the cash account. My contribution is positive income on the Wages tab as Wages & Salary:Deferred Income and then transferred on the Before Tax tab. Their contribution is added as Wages & Salary:401K Match on the after taxes tab then immediately transferred to the cash account. (The reason for the counter-intuitive placement on the after tax tab have to do with the way tax estimator works. This issue has been documented in other threads.) The loan payment is just another split line on the after taxes tab. - I have another weekly transaction that is a split "bill" where the splits are each Buy Investment/CD, one for each investment I'm allocated to including the reinvestment of the loan payment and the forced investment of the company contribution into the company stock fund. - I have another weekly transaction to make a Loan Payment to the loan account from the cash account. - In the investment account, I enter a weekly Sell of the loan investment of the payment principal portion and a separate Interest transaction as well. In my wife's case, she contributes twice a month and her employer contributes something discretionary when they get around to it. This is tracked in transactions as follows: - Her contribution is transferred from her Paycheck to the cash account as per above. - She has another weekly transaction that is a split "bill" where the splits are each Buy Investment/CD, one for each investment she's allocated. - When her employer gets around to throwing in their dollop, she uses another paycheck total $0--that has nothing on any tab but after tax and those are the offsetting Wages & Salary:401K Contribution and Transfer:401k cash acct splits. This is followed up by a split bill with Buy Investment/CD splits for each investment from the cash account to the 401k account. In both of our plans, the investments are all captive funds that, in some cases, are similar to but not exactly, publicly traded/sold funds and stocks. Because the performance doesn't match, I just use $1 shares in all of these investments and do not enter the mimic symbol. I do have the real underlying investment--when there is one--in the watch account. (Thus, I have a Vanguard Windsor (VWNDX) investment in the watch account and a 401k VWNDX (no symbol) investment in the 401k investment account. They do the synthetic unit accounting, but it's too ugly to try to follow all of that, so I just use the $1 share method. To account for performance, I periodically update (on the account summary page, I think it's called "quick update" or similar) the shares to equal the dollars reported. This results in Add Share or Remove Share transactions being added by the wizard to get the share, hence $, balance to match between Money and the statement. Whenever I do this, I mark every transaction up to that point as reconciled in both the cash and investment accounts. See, it's simple! (And, as you might guess, the 401k activity is the largest single transaction contributor to our Money data file.) "speedlever" <speedlever@yahoo.com> wrote in message news:965b1a76.0310160506.18110f5@posting.google.com... > This is something I've been putting off for too long.. and will > continue to put off until I have time to figure it out. But I'm in the > same boat as you, Eric. > > I've looked at the FAQ but haven't found anything yet that really > tells you how to setup for 401k and 403b accounts. FWIW, I don't know > how to do it in Q2004 either.
Dick, Thanks much for your explanation and example. I've printed it off to study when I get a chance. Back later.. "Dick Watson" <littlegreengecko@mind-enufalready-spring.com> wrote in message news:<ekmk8F$kDHA.1948@TK2MSFTNGP12.phx.gbl>... > I suppose there's no general treatment of it in the FAQ because, generally > speaking, it isn't a FAQ. Likewise, there are many personal variants, many > plan variants, and no "one right way". There are three keys to doing this:
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I'd like the ability to change GL Accounts when applying sales documents. In particularly for the Writeoff GL. Currently our system takes the GL that is setup in the customer card for writeoffs, and we are unable to change this GL when applying. Thanks, Eleni ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then ...
Two accounts same machine share a single pst file
I have two accounts that I use on my machine each with their own pst file. I would like to have both accounts point to a single pst so that I don't have to use my pda to synch between the two. Any suggestions? John What you mean by "accounts" is not clear. Assuming you mean Internet Mail accounts, just setup both accounts in the same profile. -- Russ Valentine [MVP-Outlook] "dsfds" <dsaf> wrote in message news:422d7b17$0$6967$afc38c87@news.optusnet.com.au... >I have two accounts that I use on my machine each with their own pst file. >I > would like...
Bad
Yesterday, I asked this over on the m.p.outlook.general group and despite there being 170+ new messages there today, none was a reply to my question. Not even a "must be a user error" type answer. So I'm asking here too. I have searched both Google and the msnews. groups and have seen a few others ask similar questions, but have not yet found an answer. My situation is as follows: OL 2003 Imap server Preview Pane is OFF View is set to IMAP Hide marked for Deletion There are no rules to delete any messages whatsoever - there is in fact, only 1 rule, which looks for ...
Save account settings in Outlook 2007
How can I save my various email account settings for use on a new PC, rather than having to input everything again? I am running Outlook 2007 on Windows Vista. Many thanks. There is no native method of doing so "Bagheera" <Bagheera@discussions.microsoft.com> wrote in message news:3E44CA27-9A41-461C-B868-8F0ABC81DC4D@microsoft.com... > How can I save my various email account settings for use on a new PC, > rather > than having to input everything again? > > I am running Outlook 2007 on Windows Vista. > > Many thanks. ...
Changing Account Distribution Based on Customer Region
My chart of accounts is segmented by Product and Region. I have setup SOP to use posting Account from Item. In addition, I have setup a User-defined field to identify each customer region in Customer Address. Since I can only have one sale account for an item, I don't want to manually change my account distribution in sales documents everytime I sell to customers in a different region from the default defined for the item. I would like GP to automatically change the Account Distribution so that it substitute the appropriate region segment based on the user-defined field in Customer...
Outlook 2003 not sending emails for one account #3
Hi All, I have two accounts setup under outlook 2003 which i just started using on a brand new dell computer. My sbcglobal Home account works fine but Work account will not send emails. I receive this error message: "Task 'Work - Sending' reported error (0x8004210B) : 'The operation timed out waiting for a response from the sending (SMTP) server. If you continue to receive this message, contact your server administrator or Internet service provider (ISP).', "when trying to check my email. Also, if I use the test settings buttons under the account setup screen, I ge...
Blackberry
Hello, all. What I would like to do is be able to have both e-mails sent to the administrator account and my account (on exchange) be sent to my blackberry and would like the ability to choose which account an e-mail comes from. I don't mind mixing of calendar/contact items if that is an issue. Is this possible? Let me know! Thanks!!!! ...
Help with sending email via non-default account
Hi all I have a number of dial up email POP3 accounts set up to various ISPs, within my MS Outlook 2003 SP1, and all work fine. Now I have added a new email POP3 account and whenever I create a new email and send it using this new email account (rather than the default account), when it arrives at the destination it shows that it came from my default email account address and NOT the one that I had selected when creating the email (using the 'Accounts' button in the new email). The strange thing is that when I go to the properties of the new email account and use the "Test Accou...
Money 2007 crashes when balancing account
Hi, I've upgraded from 06 to 07. Now it's crashes when I balance an account. The data is still saved. I also sometimes get crashes when adding a new record. With previous versions I "never" had one problem. I'm using XP SP2, Xeon 2.66 and 4 gig mem. Any ideas... Thanks Dave In microsoft.public.money, Dave wrote: > > >I've upgraded from 06 to 07. Now it's crashes when I balance an >account. The data is still saved. I also sometimes get crashes when >adding a new record. With previous versions I "never" had one problem. >I'm using...
Error when print project accounting invoices
When I print a project accounting invoice from the billing entry window, I receice the following err 'An open operation on table IV_Invoice_Format_Tax_Document_Temp failed because the path does not exist. If I reboot my PC, I can then print it. We are using a MS SQL database. What do I need to do to correct this error? I am the only workstation that gets this error. Thank you, Amy ...
Discrepancy between cash balances in investment accounts
I can't figure out how this happened but there is a difference between the cash account cash balance and the ending cash balance in the associated investment account. I see no reason for the difference. Funds for all my investment transactions look properly applied to the cash account. Any suggestion on fixing this problem? This is very annoying as many reports are now inconsistent as a result. Thanks in advance Regis In microsoft.public.money, Regis wrote: >I can't figure out how this happened but there is a >difference between the cash account cash balance and the &...