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Pie chart of assets (401k funds) in Quicken 98 Basic?

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Chuck Packard

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Mar 17, 1998, 3:00:00 AM3/17/98
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Hi,

Like lots of you, I'm trying to deal with 401(k) tracking in Quicken 98.
But, I'm using Basic and trying to get what seems simple enough. Following
the on-line help I've set up each 401(k) mutual fund as a tax deferred
asset. But how can I graph my assets? I can get a report, but I want a nice
simple to see graph of how money is distributed amongst these assets. It
seems I can only do that if I put my funds in a single investment account.
But the help specifically says I should track them as individual assets.
Any help would be appreciated.

I have heard about the deluxe version having a 401(k) account. Can some one
give me the load down on that? Does it does make graphing easier, to see
the percentage of contributions and/or current value easier?

Does anyone know about if there is a price break on upgrading from Basic to
Deluxe?

--

Regards,
Chuck Packard Tel: 508.647.7000
The MathWorks, Inc. WWW: http://www.mathworks.com
cpac...@mathworks.com Technical Support: sup...@mathworks.com

Even if you are on the right track,
you will get run over if you just sit there.
--Arthur Godfrey

Chuck Packard

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Mar 19, 1998, 3:00:00 AM3/19/98
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In article <MPG.f78acee2...@news.mathworks.com>,
cpac...@mathworks.com says...

> ... Following

> the on-line help I've set up each 401(k) mutual fund as a tax deferred
> asset. But how can I graph my assets? I can get a report, but I want a nice
> simple to see graph of how money is distributed amongst these assets. It

Hi,

I got the answer emailed to me. In case anyone else wanted to know:

Reports: Graphs: Networth: Customize: Clear All then mark all your asset
accounts. You'll get a Networth graph for the data range specified,
unfortunately one per month. Double clicking on any of those months will
QuickZoom to a pie chare that will give you a breakdown.

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