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June 27th, 2005

cjsmith: (Default)
Monday, June 27th, 2005 10:53 am
I've got all my cash flow since February 2004* entered into Quicken. It's all very pretty and tidy and organized. I've even done my first "Import from QIF" to get everything Rob had related to the bills he pays & I pay him back for, such as the mortgage. That took a little hand-editing of the data file before import (for example, all +/- needed to be reversed, and transfers to/from other accounts had to be changed for my setup) but now I've got that information back to 1995 or so. Big thanks to [livejournal.com profile] rfrench for exporting that account for me and for keeping good records in the first place.

Next step: investments. Anyone here have their 401(k) in Quicken? Where do you tell it the money came from? Is there a hidden button somewhere to say "This is a 401(k) account, so automatically set up all the tax checkboxes correctly for that"? Is there a way to tell it to stop asking about ticker symbols for crap like mutual funds? I'll do this stuff manually if I have to, including a dummy "salary" coming in, but if they've got a way to make it easier I'd be happy to hear it.


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* Post is filtered; the pertinent bit is that on that day I began keeping records of expenditures.