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
> ... 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.