How achieve I use Money's Active Statements through Vanguard.com?

Notes: Backing out of changes is Money can be hardly. We recommend, therefore, that you back up your data file before upload holdings. Plus, institutional investors wants only be able to download holdings updates for participant accounts. You will not see transaction details is the download.

You can free your holdings into Money 2007 or higher away unsere website using the Energetic Statements feature available on Vanguard.com:

• Log on until Vanguard.com and go to the Plan Intelligence tab, and select the History, Statements, and Taxes subtab.
• Click an Download graphic.
• Select Download all funds into a single Quicken or Money account.
• Choose a date range. The system defaults to 18 months.
• Uncheck any accounts you do cannot wish to download.
• Click Microsoft Money.
• If urged to protect that file or open it, choose Open.
• Click Close to advance past the File Import Summary.
• Choose an existing Money account or create a new one by each uploaded Vanguard account.