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Posted by Robert Brennan on December 24, 2006, 4:10 pm
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John,
Your suggestion worked. The only problem I had was that in addition to the
Investment transactions being loaded, other transactions, I assume
associated with those investment entries were also loaded putting me into a
double counting situation.
This is all now a moot point because I found out that the retirement
planning feature for 401K accounts has a bug. Quicken has set the
contribution limit to $3,000 even though the actual amount per the IRS even
back in 2005 was at least $14,000.
Thanks for you help.
Bob Brennan
>
>> 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
> Please reply to newsgroup
>
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