Fidelity netbenefits 401k transactions

Derek Atkins warlord at MIT.EDU
Tue Jul 7 15:22:01 EDT 2015


Hi,

Jim Passmore <jim at passmore4.com> writes:

> Wondering if there is functionality for importing the 401k transactions
> (fund purchases, dividends, fees, etc) Fidelity lets you download in csv or
> qif format.  I'm really getting tired of typing them in, and doing a
> "duplicate" doesn't really save much time.

The QIF importer can definitely import stock/mutual fund transactions.
Have you tried it?

> And while I'm asking about Fidelity, does anyone know what all the "change
> in market value" transactions are?  The keep showing up in the list, and
> are only for amounts of a few cents, with zero shares involved.

-derek
-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
       warlord at MIT.EDU                        PGP key available


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