What a neat and tidy little Quicken database!

[cjsmith]

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 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.

Comments

[cjsmith.livejournal.com]

Yeah, I can set up an account with a non-zero starting balance, but then if I add money to the account it wants to know where that money came from. I suppose I could just add an income category called "401(k) Contribution". :-)

I haven't been perfect with the actual cash expenditures but I've got a pretty good idea, and that's what's useful. I too know how much cash I withdraw. My bugaboo is forgetting to write down a random square dance day. Oops.

Yes, see you soon in the Silicon Galaxy! Looking forward to it!