Money 99: Retirement Accounts Missing or Assigned to Wrong Owner
  
PSS ID Number: Q199752
Article last modified on 01-29-1999
 
WINDOWS:
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 99 
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SYMPTOMS
========
 
After you upgrade Money 98 or Money 99 Beta Edition to Money 99, your spouse's
or partner's retirement accounts may no longer appear in the Lifetime Planner,
or they may be listed under your accounts.
 
RESOLUTION
==========
 
If your spouse's or partner's retirement accounts no longer appear in the
Lifetime Planner, delete and then re-create your retirement plan in the Lifetime
Planner.
 
If your spouse's or partner's retirement accounts are listed under your accounts
in the Lifetime Planner, change the owner of the accounts in the Lifetime
Planner. To do this, follow these steps:
 
1. On the Money Navigation bar, click Planner.
 
2. Click Lifetime Planner.
 
3. In the left pane, click Savings & Investments.
 
   NOTE: The first time you use the Lifetime Planner, Savings & Investments
   is not available until you complete the Money 99 Planner Upgrade Wizard.
 
4. In the left pane, click Accounts.
 
5. If you see any of your partner's or spouse's retirement accounts under your
   retirement accounts, right-click the account, point to Edit, and then click
   Account Owner.
 
   NOTE: If you do not see your partner's or spouse's retirement account under
   your retirement accounts, follow these steps to verify that the account is
   marked as a retirement account:
 
   a. On the Money Navigation bar, click Accounts.
 
   b. Right-click your partner's or spouse's retirement account, and then click
      Go To Details.
 
   c. Click to select the Retirement Account check box.
 
   d. Repeat steps 1-5.
 
6. In the "Who does this account belong to?" box, type the name of the correct
   account owner, and then click Finish.
 
STATUS
======
 
Microsoft has confirmed this to be a problem in Microsoft Money 99.
 
Additional query words: w_money 7.0 toy
 
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Keywords          : kbui kbdta mnyplanner 
Version           : WINDOWS:
Platform          : WINDOWS
Issue type        : kbbug
Solution Type     : kbpending
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Copyright Microsoft Corporation 1999.