|
Posted by GamblinMan on June 18, 2007, 7:14 am
Please log in for more thread options
> I have some taxed and non-taxed accounts with Ameriprise. Also, I
> have a brokerage account with Ameriprise. Each month I receive the 30
> plus page financial report from Ameriprise. I am trying to decide on
> the best way to enter and manage this in Quicken 2005. I am not
> interested in entering and monitoring every facet of the report. I
> want to basically track values, changes, ETC. I believe some of the
> accounts can be downloaded and some can not. Regardless, I wanted to
> do this manually and not download the data.
>
> I''ve been trying to decide do I set up accounts and track by asset
> class or do I do individual accounts, I.E. IRAs, Financial Accounts,
> Brokerage Accounts, ETC. Am I off base and should I be downloading
> what I can and than creating what I need for those that do not
> download.
>
> Any and every comment, advise, and dialog is appreciated.
By all means - DOWNLOAD! You really do not want to input all of your
Ameriprise activity.
I have about 10 accounts with Ameriprise and they all download without
a hitch (mostly)
When there is a problen it's fairly easy to resolve - especially with
all of the help in this group.
| 
Yahoo! 
Google 
Windows Live 
del.icio.us 
digg 
Netscape 
XML Sitemap