401k Contributions and Budgeting (Quicken 2007)

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

Yahoo!   Google   Windows Live   del.icio.us   digg   Netscape

Subject Author Date 401k Contributions and Budgeting (Quicken 2007) james 02-23-2007
Posted by james on February 23, 2007, 2:39 pm Please log in for more thread options All, I'm stumped with the below Quicken 2007 situation and would appreciate any insight. Facts: - I am using Quicken 2007 - I have a Checking account and 401k Account setup - I have 401k contributions (mine and matching) as items in my budget. - I have a paycheck setup with the 401k contributions being moved from my Checking Account to my 401k Account on a recurring basis - Every paystub, I have to manually input the mutual fund purchases in my 401k account as they are not automatically downloadable. Problem Description: It appears that 401k contributions (mine and matching) are showing up as additional free cash flow at the bottom of my budget. I believe this is occurring because I do not have a budget item for the mutual fund purchases in my 401k. If this is the source of the oversized free cash flow, how can I account for the mutual fund purchases in my Budget? And what category should I use? Thanks very much for the help! James E Similar Threads Posted after-tax 401k contributions June 15, 2007, 12:41 am Do you keep track of original 401k contributions? August 28, 2006, 1:49 pm How to handle 401K Catch-up Contributions? May 9, 2008, 7:11 pm 401K - Vested/Unvested Matched Contributions July 30, 2006, 11:19 am Features in Quicken for Unexpected Budgeting and Cash Flow Planning July 21, 2007, 8:07 pm Is there a way to select which account(s) for budgeting? Q 200 November 17, 2006, 7:54 pm Super Co Contributions (for Australia) January 20, 2007, 7:37 pm Tracking 401K disability premium in Quicken May 21, 2007, 12:37 pm 2007/10/15 Peachtree Premium Accounting 2007, QuickBooks Enterprise Solutions 7.0, Quicken Premier 2008, Quicken Home and Business 2008, other new programs October 15, 2007, 7:11 am Q2006 and 401k August 22, 2006, 6:32 pm