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Posted by John Pollard on December 23, 2006, 5:48 pm
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> The reason I need to do it is because the way the retirement
> planning feature is built, it will not let you contribute more
> than $3,000/year to an account that is "typed" as an IRA. I
> assume that if one is "types" an account as a 401K account the
> limitations, if any, would be between $14,000 and $20,500
> depending on how up to date the software is.
>
> Quicken with Quicken 2005 will not let you import QIF files
> into investment accounts. I have tried.
>
> I then researched it and it confirmed my suspicions.
>
> If you have any suggestions I am open.
I don't use any of Quicken's planners so I can't give you any
good advice there.
But you might consider upgrading to a newer version of Quicken;
I took a quick look in Q2006 and I think its retirement planner
may allow contributions of more than $3000 per year (maybe
$4500). Maybe Q2007 allows even more. Someone here using those
versions and doing retirement planning might be able to fill you
in with more detail.
As to importing qif files in Q2005 and later versions; luckily
for you, your research was not complete: you can import qif
files into any account type in Q2005, Q2006 and Q2007 ... you
just have to know how to do it. See this post:
http://masl.to/?Q11A5191D
--
John Pollard
First initial underscore Last name at mchsi dot com
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