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Ask Karen Joinson Your Own Question
Karen Joinson
Karen Joinson, Client Support & Accountant - 15+ years
Category: Financial Software
Satisfied Customers: 35
Experience:  BS Accounting & Computer Science, QB Certified ProAdvisor
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I am trying to download my netbenefits 401k into quicken,

Customer Question

I am trying to download my netbenefits 401k into quicken
JA: A combination of financial issues and software stuff sounds like a recipe for needing our Expert. You are in the right place. Please tell me more, so we can help you best.
Customer: The automatic download did not correctly transfer when my funds changed from plain vanguard to adm funds and I thought I would just do a clean transfer, then use the direct connect into quicken.
JA: Is there anything else important you think the Financial Software Technician should know?
Customer: no
Submitted: 1 month ago.
Category: Financial Software
Expert:  Karen Joinson replied 1 month ago.

Welcome to JustAnswer! My name is ***** ***** I am reviewing your question now. I will respond shortly!

Expert:  Karen Joinson replied 1 month ago.

When you say did not correctly transfer - what happened specifically with transactions? i.e. Were the adm funds missing?

Customer: replied 1 month ago.
no, it just doubled some of the moneys, so I felt it might be easier just to do a straight download from netbenefits to quicken, that is all
Expert:  Karen Joinson replied 1 month ago.

OK - one minute please

Expert:  Karen Joinson replied 1 month ago.

So sorry for the delay-I found this link from Quicken:

I would suggest trying the web based connection and see if the transactions download correctly. If you want to ask another Expert re: Direct Connect, I can opt out. Which would you prefer?

Customer: replied 1 month ago.
Thanks, ***** ***** should have done that from the start. I will handle from here. thanks
Expert:  Karen Joinson replied 1 month ago.

Please let me know if you have further questions. Thank you for using JustAnswer.

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