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#2
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| It will if you forget the PDA for now. "Amamba" <zegroy[at]gmail.com> wrote in message news:1171571019.675568.26060[at]j27g2000cwj.googlegroups.com... - quote - > No, that won't work, I am also syncronizing current bank & credit card > accounts and transactions entered in PDA, all of this is interlinked, > and trying to keep two separate files with same accounts will be a > nightmare. > Thanks for the suggestion, though. |
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#1
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| On Feb 14, 9:11 pm, "Chris Cowles" <spam_mag...[at]remove-me- bellsouth.net> wrote: - quote - > Make a copy and work with two files? One is the simple way, entering a
No, that won't work, I am also syncronizing current bank & credit card> catch-up amount as needed in working accounts. The other, starting from > where you left off. When the second finally catches up to the first, ditch > the first and move all attention to the second. It's now your primary file. > -- > Chris Cowles > Gainesville, FL > "Amamba" <e...[at]mailexcite.com> wrote in message > news:1171501007.414943.216750[at]q2g2000cwa.googlegroups.com... > > I stopped managing my Money file, other than simple checking & credit > > card reconciliation, when our twins were born. Now, nearly five years > > later, I am scratching my head, trying to figure out the best way to > > catch up with 401k accounts. We've moved money around, changed funds & > > distributions, my wife switched jobs, etc. > > I have two goals - first, just get everything up to date as it is now > > (I understand this would screw up my cost basis). Second, I would like > > to, eventually, go back & enter prior years. > > What is the easiest - or best - way to handle the first task, without > > screwing up the possibility to finish the second ? > > Thanks !- Hide quoted text - > - Show quoted text - accounts and transactions entered in PDA, all of this is interlinked, and trying to keep two separate files with same accounts will be a nightmare. Thanks for the suggestion, though. |
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| Make a copy and work with two files? One is the simple way, entering a catch-up amount as needed in working accounts. The other, starting from where you left off. When the second finally catches up to the first, ditch the first and move all attention to the second. It's now your primary file. -- Chris Cowles Gainesville, FL "Amamba" <egroy[at]mailexcite.com> wrote in message news:1171501007.414943.216750[at]q2g2000cwa.googlegroups.com... - quote - > I stopped managing my Money file, other than simple checking & credit > card reconciliation, when our twins were born. Now, nearly five years > later, I am scratching my head, trying to figure out the best way to > catch up with 401k accounts. We've moved money around, changed funds & > distributions, my wife switched jobs, etc. > I have two goals - first, just get everything up to date as it is now > (I understand this would screw up my cost basis). Second, I would like > to, eventually, go back & enter prior years. > What is the easiest - or best - way to handle the first task, without > screwing up the possibility to finish the second ? > Thanks ! |
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#-1
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| I stopped managing my Money file, other than simple checking & credit card reconciliation, when our twins were born. Now, nearly five years later, I am scratching my head, trying to figure out the best way to catch up with 401k accounts. We've moved money around, changed funds & distributions, my wife switched jobs, etc. I have two goals - first, just get everything up to date as it is now (I understand this would screw up my cost basis). Second, I would like to, eventually, go back & enter prior years. What is the easiest - or best - way to handle the first task, without screwing up the possibility to finish the second ? Thanks ! |
| Tags |
| 401, catching, data |
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