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Old 01-04-2004, 12:32 AM
new user
Guest
 
Posts: n/a
Default Re: 401k deposits

Thanks,

I think I might have got something to work. If not, I will
just enter it manually.


- quote -

> -----Original Message-----
> Assuming M02 or higher: create a scheduled bill in the

investment cash/401k
> contributions account (important: a bill, not an

investment purchase) and,
> in the bill, create splits with category "buy

investment/cd" (you may have
> to type the whole thing out as it may not be available in

the pull-down or
> auto-complete) for each investment you want to buy. Set

the dollar amount of
> the investment and the investment account. You may have

to put in a guess as
> to share price if you track your 401k as shares not $1

shares. You can fix
> this guess when you get real data.
> Does this help? I think it gets at what you were asking.
> This is another fine example of where the new scheduled

bills interfaces
> makes it hard or impossible to do things you can enter in

the register with
> relative ease.
> "new user" <anonymous[at]discussions.microsoft.com> wrote in

message
> news:01de01c3d257$79cf6ad0$a601280a[at]phx.gbl...
> > I have three mutual funds that comprise my retirement
> > portfolio. Each fund gets an automatic deposit every two
> > weeks. I can't figure out how to set my funds up for
> > recurring deposits. I can do it under "contributions"

for
> > the retirement portfolio as a whole, but I can't add a
> > specific dollar amount every two weeks to each fund. Can
> > any help.

> .

 
Old 01-03-2004, 11:30 PM
Dick Watson
Guest
 
Posts: n/a
Default Re: 401k deposits

Assuming M02 or higher: create a scheduled bill in the investment cash/401k
contributions account (important: a bill, not an investment purchase) and,
in the bill, create splits with category "buy investment/cd" (you may have
to type the whole thing out as it may not be available in the pull-down or
auto-complete) for each investment you want to buy. Set the dollar amount of
the investment and the investment account. You may have to put in a guess as
to share price if you track your 401k as shares not $1 shares. You can fix
this guess when you get real data.

Does this help? I think it gets at what you were asking.

This is another fine example of where the new scheduled bills interfaces
makes it hard or impossible to do things you can enter in the register with
relative ease.

"new user" <anonymous[at]discussions.microsoft.com> wrote in message
news:01de01c3d257$79cf6ad0$a601280a[at]phx.gbl...
- quote -

> I have three mutual funds that comprise my retirement
> portfolio. Each fund gets an automatic deposit every two
> weeks. I can't figure out how to set my funds up for
> recurring deposits. I can do it under "contributions" for
> the retirement portfolio as a whole, but I can't add a
> specific dollar amount every two weeks to each fund. Can
> any help.



  #-1  
Old 01-03-2004, 11:12 PM
new user
Guest
 
Posts: n/a
Default 401k deposits

I have three mutual funds that comprise my retirement
portfolio. Each fund gets an automatic deposit every two
weeks. I can't figure out how to set my funds up for
recurring deposits. I can do it under "contributions" for
the retirement portfolio as a whole, but I can't add a
specific dollar amount every two weeks to each fund. Can
any help.

Thank you.
 

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401k, deposits
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