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Subject Author Date
Balance update and transaction downloads tytl 05-22-2006
Posted by tytl on May 22, 2006, 12:37 pm
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Hello all,
I am a Q2005 pc user, and download all of my accounts from my bank. I
use standard checking, savings, investment, and 401k accounts. I was
wondering if there is a way to track only my current balances on these
accounts. I do not need all the individual transactions, I would only
like the current balance, and numbers of shares to show once I update
and reconcile the accounts. I hope that all makes sense!
Thanks for any help.


tytl


Posted by Brad Houser on May 23, 2006, 3:10 pm
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On 22 May 2006 09:37:16 -0700, tytl wrote:

> Hello all,
> I am a Q2005 pc user, and download all of my accounts from my bank. I
> use standard checking, savings, investment, and 401k accounts. I was
> wondering if there is a way to track only my current balances on these
> accounts. I do not need all the individual transactions, I would only
> like the current balance, and numbers of shares to show once I update
> and reconcile the accounts. I hope that all makes sense!
> Thanks for any help.
>
>
> tytl

You would still need a transaction that increases or decreases the balance.
You could manually add a "net change this month" transacation, which is
probably on your statement. However, what is wrong with having the
transacations? You don't have to do anything with them, but if you need
them, it is nice to know they are there.

Brad H

Posted by tytl on May 23, 2006, 11:00 pm
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OK, thanks, I guess I was just trying to keep things simple.
tytl


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