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Old 01-14-2005, 07:28 PM
A J Gladson
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Default Re: Historical Investment Transactions

Greg,

I depends on your goals with investments. 401(k) aside, for any
investment if it important to you to know the true rate of return over
time from you first investment, you will need the history and
buy/sells. I am a new Money user and I want this this history so I am
in the process of capturing this for all my investments including my
401(k). I have one investment that goes back to 1976.

If you don't need that detail and just need a starting point, you can
start with the balance from your first download.

  #-1  
Old 01-14-2005, 07:17 PM
Greg Salts
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Default Historical Investment Transactions

Hi,

Can anyone explain if there is any benefit with tracking the changes in
a 401k investment? Is it just easier to start one from today's prices and
positions or is there any advantage to entering each buy, sell, dividend
etc.....

Thank You in advance for any assistance you can provide.
Greg


 

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