The Motley Fool Discussion Boards
Computers, Phones & Internet / Mastering Quicken
|Subject: Re: 401k tracking in Q||Date: 1/6/2013 12:08 AM|
|Author: PuddinHead42||Number: 10038 of 10320|
Thanks for all the feedback so far.
After thinking about it, my 401k is through "Fidelity Netbenefits" or www.401k.com (not regular Fidelity) Once I reconfigured the account to go there, it started pulling down transactions. However, it only went back to October of 2012, so then it also adds placeholders for the funds it found and wants me to enter the cost basis. Ugh.
If I go to the 401k site, it will let me download in a CSV or QIF file. When I try to have Q import QIF, it asks me what account I want it to go into, but notes that it cannot import QIF into 401k, checking, saving, or brokerage accounts. So it does not let me select the 401k from the drop down category list on the import dialog.
I do have "employer matching" in my paycheck entry, but while I am salaried, I am in the odd position that I can get overtime on the project I am on, so my paycheck is never the same, so the "matching" is never correct and I don't want to calculate the 6% matching on my gross each time and manually change it. Also, as noted it does not go in the day of my paycheck, it goes in 1 or 2 weeks later.
What I might do is create a category under "Salary", and call it "401kMatch", then that can be where the Xin money comes from (so it can be cash instead of "DIP Fund". I can then ignore that category in reports, or use it to show how much my company is really "paying" me.) It won't let me manually use "_401kEmployerContribution" that I see pop up in reports.
I am not too concerned about the asset allocation reports right now. I suppose they would be nice, but seems like way too hard to make work given my situation.
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|