|
Posted by John on January 18, 2008, 12:52 pm
Please log in for more thread options
I'm new to Quicken, and have the latest,
Quicken for Mac 16.0.1 - R2. (so if I've
read things correctly here, I may be missing
a lot of features).
I'd like to track (and have in my net worth)
my 401b and US savings bonds (some paper, some
on TreasuryDirect). At this point I'd rather
not try to do these two things on line, but simply
track it from quarterly statements that I get or
can generate. (I understand Quicken isn't any
good with Savings Bond accounts anyway).
What is the best way to do this manually? Use
a Standard Brokerage or a Single Mutual Fund
Investment Accounts and give them artificial
names and put in absolute values for their worth
at specific quarterly dates? (and if so, how to
do that as everything seems to be geared to
gains and losses in a transaction register,
not absolute asset values.
Am I missing a simple way to enter periodic absolute
valuation of assets?
Thanks, John
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap