02-24-2008, 10:43 PM
| |||
| |||
 Re: Tracking 401(k) contributions "Lender" <Lender[at]discussions.microsoft.com> wrote in message news:F5033D34-2C8A-4531-89CB-A4BC7CF2F5FA[at]microsoft.com... - quote - > I have my paycheck itemized so my 401(k) contirbutions are transfered
Customize a category report to show transfers out of budget and> to the > contributions portion of that account. However, is various > investments are > purchased from the account (out of contributions) I can not track my > year-to-date contributions. Since I can invest $15,500 annually, I > need to > adjust the amount of 401(k) contribuions so I do not fall short of > this > number. include only the originating checking account, and the destination retirement account. -- Chris Cowles Gainesville, FL |
|
#-1
02-24-2008, 09:38 PM
| |||
| |||
| Tracking 401(k) contributions I have my paycheck itemized so my 401(k) contirbutions are transfered to the contributions portion of that account. However, is various investments are purchased from the account (out of contributions) I can not track my year-to-date contributions. Since I can invest $15,500 annually, I need to adjust the amount of 401(k) contribuions so I do not fall short of this number. I am currently withhold a large amount and will reduce it as the year goes on. I NEED to know how much I have contributed year-to-date in order to track and adjust my % withheld of each paycheck to maximize my employer's contribution. Please advise |
| Tags |
| 401k, contributions, tracking |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Tracking Employer Contributions to 401k Ron: I am using Money Plus. What is the best way to track employer contributions and balance 401k accounts to statements every quarter? Currently, I set... | Microsoft Money | 3 | 10-23-2007 02:06 AM | |
| Tracking roth ira contributions mvking: I use ms money to track investments in my roth ira. I feel that I'm missing something simple or I set it up incorrectly, but the way I have it, the... | Microsoft Money | 3 | 10-01-2007 06:07 PM | |
| Tracking loan last year; importing time tracking items eSapient: 1. I am not able to set up a loan account to track my loan which started last year. Money allows me to track only from the beginning of the current... | Microsoft Money | 1 | 04-07-2006 12:08 AM | |
| can I track IRA contributions? linybob: I have several mutual fund accounts set up as retirement accounts, and periodically buy shares in them as a monthly IRA contribution from my... | Microsoft Money | 3 | 01-29-2006 03:56 PM | |
| SEP-IRA Contributions... joshuaguy@gmail.com: I am very new to Money so please excuse me. I have a SEP-IRA through my employer and each paycheck I contribute the maximum that I am allowed to... | Microsoft Money | 4 | 11-01-2005 02:45 PM | |
| Thread Tools | |
| Display Modes | |
| |
Linear Mode
