PuddinHead42,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.Gene
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra