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#1
05-01-2004, 05:59 AM
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 Re: Tracking 401(k) expenses Thanks, that was exactly what I was looking for. - quote - > -----Original Message----- > In microsoft.public.money, William Jerla wrote: > > > > My 401(k) deducts expenses by redeeming shares of > > investments I have. What is the best way to enter this in > > Money 2004? > Enter an expense and a Sell. > > If I do a 'sell', it seems that this might be > > a capital gain/loss, and affect my portfolio's performance > > incorrectly. > If you want to count that expense against a particular investment's > performance, enter an OtherExpense transaction and specify the > Investment. Then pay for that expense with the Sell. > > Or I could just 'remove shares', but again, > > then Money won't know this is an expense, will it? > . |
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04-29-2004, 03:57 PM
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| Re: Tracking 401(k) expenses In microsoft.public.money, William Jerla wrote: - quote - > My 401(k) deducts expenses by redeeming shares of
Enter an expense and a Sell.> investments I have. What is the best way to enter this in > Money 2004? - quote - > If I do a 'sell', it seems that this might be
If you want to count that expense against a particular investment's> a capital gain/loss, and affect my portfolio's performance > incorrectly. performance, enter an OtherExpense transaction and specify the Investment. Then pay for that expense with the Sell. - quote - > Or I could just 'remove shares', but again, > then Money won't know this is an expense, will it? |
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#-1
04-29-2004, 03:39 PM
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| Tracking 401(k) expenses Hello, My 401(k) deducts expenses by redeeming shares of investments I have. What is the best way to enter this in Money 2004? If I do a 'sell', it seems that this might be a capital gain/loss, and affect my portfolio's performance incorrectly. Or I could just 'remove shares', but again, then Money won't know this is an expense, will it? -- Bill Jerla |
| Tags |
| 401k, expenses, tracking |
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