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Computers, Phones & Internet / Mastering Quicken


Subject:  Re: 401k tracking in Q Date:  1/5/2013  2:27 PM
Author:  gdett2 Number:  10036 of 10656


I did what you are doing before I retired. It just seemed to be a hassle going in and "fixing things" each payday. I was splitting the contribution into 3 funds. I had a dummy security for each and assigned them to the appropriate asset classes.

What I ended up doing was converting back to straight cash. I made a category called InvApp and in all reports/graphs deselected it. I used that category as the Balance Adjustment category.

The downside was when I looked at charts and reports I had to mentally recalculate the content of the asset classes.

There did not seem to be a good solution.

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