The Motley Fool Discussion Boards
Computers, Phones & Internet / Mastering Quicken
|Subject: Re: 401k tracking in Q||Date: 1/5/2013 2:27 PM|
|Author: gdett2||Number: 10036 of 10300|
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.
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|