Microsoft KB Archive/199752

Money 99: Retirement Accounts Missing or Assigned to Wrong Owner

PSS ID Number: Q199752 Article last modified on 01-29-1999

WINDOWS:

WINDOWS

================================================================ ==

The information in this article applies to:

 == Microsoft Money 99 == 

= SYMPTOMS =

After you upgrade Money 98 or Money 99 Beta Edition to Money 99, your spouse’s or partner’s retirement accounts may no longer appear in the Lifetime Planner, or they may be listed under your accounts.

= RESOLUTION =

If your spouse’s or partner’s retirement accounts no longer appear in the Lifetime Planner, delete and then re-create your retirement plan in the Lifetime Planner.

If your spouse’s or partner’s retirement accounts are listed under your accounts in the Lifetime Planner, change the owner of the accounts in the Lifetime Planner. To do this, follow these steps:

  On the Money Navigation bar, click Planner.   Click Lifetime Planner.   In the left pane, click Savings & Investments. NOTE: The first time you use the Lifetime Planner, Savings & Investments is not available until you complete the Money 99 Planner Upgrade Wizard.   In the left pane, click Accounts.   If you see any of your partner’s or spouse’s retirement accounts under your retirement accounts, right-click the account, point to Edit, and then click Account Owner. NOTE: If you do not see your partner’s or spouse’s retirement account under your retirement accounts, follow these steps to verify that the account is marked as a retirement account:   On the Money Navigation bar, click Accounts. </li>  Right-click your partner’s or spouse’s retirement account, and then click Go To Details. </li>  Click to select the Retirement Account check box. </li>  Repeat steps 1-5. </li></ol> </li>  In the “Who does this account belong to?” box, type the name of the correct account owner, and then click Finish. </li></ol>

= STATUS =

Microsoft has confirmed this to be a problem in Microsoft Money 99.

Additional query words: w_money 7.0 toy

=
========================================================= Keywords : kbui kbdta mnyplanner Version : WINDOWS: Platform : WINDOWS Issue type : kbbug Solution Type : kbpending ============================================================================= Copyright Microsoft Corporation 1999.