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Posted by John Pollard on July 4, 2006, 10:20 am
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> My question was can it be manually imputted. I know which
> bonds I own
> are long short etc... I don't need a service to provide this
> info to
> me and I would think most investors sure better know what the
> maturity
> of their bonds are. I just want to be able to put this stuff
> in
> myself. Otherwise the asset allocation tool in Quicken is
> very
> limited.
Apparently you don't understand asset allocation. There is more
to asset allocation than choosing an asset class for bonds.
Mutual funds and stocks are also part of asset allocation, and I
think it's not likely that Quicken users know the asset
allocation of their mutual funds. Asset classes of mutual funds
and stocks can change and a user might not even be aware that it
had happened.
Asset allocation in Quicken presumes that your "actual" (owned)
asset classes are known at any moment and that those holdings
can be compared to a desired breakdown of asset classes, your
"target" asset allocation. This facilitates rebalancing. If
users had to manually enter the asset classes of all their
securities, they would have a real job on their hands. Quicken
is setup to maintain data on only the asset classes it knows it
can download.
If you want to track a breakdown of bonds, you could use
Security Type - because there is no external source for Security
Type, so you can add your own security types.
But this is not without possible cost as certain security types
have special meaning to Quicken ... Bond being one of those
types. If you create a new security type for "long term bond"
for example, and assign that type to one of your securities that
now has a type of Bond, you will not be able to enter a "Bond
Type", "Maturity Date", or "Call Date" for that security. I
don't recall all the special meanings nor all the security types
that have them ("Mutual Fund" definitely does have special
meaning).
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