Whats the difference between “Download all funds into a single Money account” and “Download each fund into separate Money accounts”?
• Download all funds into a single Money account. This option groups accounts by Vanguard account number, so that a single Money account holds two or more Vanguard funds in aggregate (similar to the way a brokerage account operates). This is the most popular option with our users, as it allows them to group all their funds. This choice is available whether you download transaction information from within Money (Direct Statements) or through Vanguard.com (Active Statements). • Download each fund into separate Money accounts. This option treats each Vanguard mutual fund as a separate Money account. This choice is available only if you use Active Statements (by first logging in to Vanguard.com) to download to Money. Note: Backing out of changes in Money can be difficult. We recommend, therefore, that you back up your data file before downloading transactions.
Related Questions
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- Whats the difference between "Download all funds into a single Money account" and "Download each fund into separate Money accounts"?
- What types of accounts and account information are eligible to download into Quicken or Microsoft Money?
