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How do I schedule regular salary transfers to a retirement account with TIAA-CREF?

Aholiab
Aholiab Member ✭✭
edited October 2018 in Investing (Windows)
I can't do a transfer because by the time the money gets to TIAA-CREF, they break up the inputs to small inputs into specific funds. So the amounts on my split salary won't match anything at CREF. I can just enter them as pre-tax expenses, unlinked to TIAA-CREF, but that doesn't seem right.



I'm in Quicken 2017 in Windows 10.

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    In Quicken, do you have one TIAA CREF account or many?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Aholiab
    Aholiab Member ✭✭
    edited January 2018
    It's one 403(b), but multiple funds. TIAA-CREF doesn't register the total input from my salary, only the broken-down payments to 10 individual funds.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited October 2018
    So, show the single transfer of funds from your paycheck to TIAA, and then multiple purchases that use that cash.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • splasher
    splasher SuperUser ✭✭✭✭
    edited October 2018
    What keeps you from doing the paycheck transfer to the 403(b) account and then the downloaded fund level transactions from TIAA-CREF use that cash balance?
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list
This discussion has been closed.