Microsoft KB Archive/197432

INV: News Icons Do Not Appear Beside Imported 401(k) Securities

PSS ID Number: Q197432 Article last modified on 02-03-1999



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The information in this article applies to:

 == MSN MoneyCentral == 

= SYMPTOMS =

When you import a 401(k) account from Quicken 98, news icons do not appear in Portfolio Manager beside the securities held in the 401(k) account.

= CAUSE =

This behavior occurs because Quicken lists all securities held in a 401(k) account as mutual funds rather than stocks.

NOTE: The Quicken wizard that creates a 401(k) account assumes that all of the securities held in the account are mutual funds.

= RESOLUTION =

To resolve this issue, change the security type of the stocks held in a Quicken 401(k) account to Stock before you import the account into MSN Investor. This enables Investor to display the news icons as expected.

See the “More Information” section later in this article for the steps to change the security type of investments from Mutual Fund to Stock in a Quicken 401(k) account.

When you reimport your Quicken 401(k) account, you overwrite your existing MSN Investor account. If you have made transactions or changes in your MSN Investor account, you need to re-enter these transactions and changes after you reimport your Quicken account.

To help you re-enter these transactions and changes, print a transaction report from MSN Investor. Print the report for your MSN Investor account before you reimport your Quicken account.

For information about how to create a transaction report, click the Print My Portfolio And Transactions link in the Help Topics area of MSN Investor Help.

= MORE INFORMATION =

To change the security type of investments from Mutual Fund to Stock in a Quicken 401(k) account, follow these steps:


 * 1) Start Quicken.
 * 2) From anywhere in Quicken, press Ctrl+U to display the Portfolio View.
 * 3) If the investments in the 401(k) account are not displayed, click the 401(k) account folder to display them.
 * 4) Right-click an investment for which you want to change the security type, and then click Properties.
 * 5) In the Type list, click Stock.
 * 6) Repeat steps 4-5 for each investment for which you want to change the security type.
 * 7) Click OK.

The third-party products discussed here are manufactured by vendors independent of Microsoft; we make no warranty, implied or otherwise, regarding these products’ performance or reliability.

Additional query words: inv w_money 6.0 woody 401k

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========================================================= Keywords : mnyinvest kbimu Version : : Issue type : kbprb ============================================================================= Copyright Microsoft Corporation 1999.