401k Account Set Up If Not Tracking Investments / Shares
Comments
-
Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.0
-
OK Thanks!Paul Schwartz said:Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.
0 -
Hey, RickO, what if the Category doesn't show up in the transaction line fields, just the Security/Payee and Description fields?Paul Schwartz said:Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.
0 -
I'm a rookie. I was in the balances section, not the transactions section. I'm an old Q2007 guy. Thanks for getting back.Paul Schwartz said:Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.
0