T.R | Title | User | Personal Name | Date | Lines |
---|
248.1 | How to handle mergers? | TPSYS::SHAH | Amitabh Shah - Just say NO to decaf. | Wed Jul 15 1992 17:44 | 5 |
| How does one handle mergers of two companies?
As a specific example, I own Mips stock (:-(). Recently, I got a notice
to get SGI stock in return (0.52 SGI for every 1 Mips). How do I handle
this transaction in Quicken?
|
248.2 | | NETATE::BISSELL | | Tue Jul 28 1992 13:51 | 4 |
| How does one handle 401K or similar. What I do now is to enter it as a Tax
item and manualy adjust income at end of year. Ther has to be a better way.
I am using version 4 but bought the upgrade to 5 but it will not run on my
rainbow.
|
248.3 | Use split transactions | TPSYS::SHAH | Amitabh Shah - Just say NO to decaf. | Tue Jul 28 1992 16:41 | 6 |
| For 401K, I have created a separate investment account. When I enter
my salary in the bank account, I use a split transaction. This
automatically credits the 401K account (and also the ESPP account)
with the appropriate amounts.
FYI, I use Quicken 5.0 for DOS.
|
248.4 | 401K and ESPP questions | CSSE::POTTER | | Tue Aug 04 1992 10:23 | 10 |
| RE: -1
I'm just getting started with Quicken. For 401K have you created a
sperate investment account for each Save Fund you invest in?
Also, on ESPP do you have an account (which type?) to hold ESPP money
as it accumulates and another for when you actually purchase the
shares?
-john
|
248.5 | I have one account, and one category, for DEC stock | MAST::REISERT | Jim Reisert, AD1C | Mon Aug 10 1992 14:42 | 14 |
| RE: Note 248.4 by CSSE::POTTER
>
> Also, on ESPP do you have an account (which type?) to hold ESPP money
> as it accumulates and another for when you actually purchase the
> shares?
I have a split off my paycheck which goes into a DEC STOCK budget category,
and an investment account for DEC STOCK. At the end of the 6 month period,
when I get my statement, I 'purchase' shares (Buyx) for my investment
account, and I draw the funds from the DEC STOCK budget category. The ESPP
report tells you everything you need to know (purchase price, total $
transaction, # of shares).
- Jim
|
248.6 | Setup investment account to also include a cash balance. | KA1GFN::HORTON | Ken Horton, KA1GFN | Mon Aug 10 1992 16:15 | 7 |
| One way that I have found to handle this is to setup an investment account
and state that it is not a single mutual find account. This will allow a
cash balance in the account. At the end of each 6 months I then buy from the
cash balance. I use this method for both ESPP and SAVE.
I also use the same method for DRP to keep the cash balance util I know the
actual buying price.
|
248.7 | I use 'pseudo-income' | STAR::BOUCHARD | The enemy is wise | Mon Aug 10 1992 18:19 | 14 |
| re: .5, .6
Don't both of these methods confuse Quicken as to your real gain/loss?
I.e., if the stock is at 100, 15% discount = 85, and you sell a month
later for 90, that method will show a capital gain of $5/share, but you
want a loss of $10/share.
I put the weekly withdrawal into an account, and on June 1/December 1
I add extra cash sufficient to allow me to enter a purchase ("Buy")
at the real market price. The extra cash is 'Income', since that's how
I report it to the IRS. The purchase price then accurately reflects
the stock price, making the gain/loss come out correctly on a sell.
But... if you ever hold stock more than 18 months this won't work.
|
248.8 | Found answer to .1 | TPSYS::SHAH | Amitabh Shah - Just say NO to decaf. | Thu Aug 13 1992 15:28 | 13 |
| I found the answer to my own question in .1
All I needed to do was: ShrsOut for Mips and ShrsIn for SGI. For the
ShrsIn transaction, I specified the cost to be that of the original
Mips purchase.
This is not perfect though, since if and when I sell the SGI stock,
the capital gain/loss would be computed based on the date of
the ShrsIn transaction. This could make it a short term gain/loss
even though I have held Mips for over a year.
How are such transactions handled at tax time? How would this
transaction look like in Schedule C (?) ?
|
248.9 | | STAR::PARKE | True Engineers Combat Obfuscation | Fri Aug 14 1992 13:57 | 6 |
| Re: .8
Cann't you force the ShrsIn date to be the same as the Mips purchase
date. Then you add a note stating what and whenactually happened for your
own personal records.
\Bill
|
248.10 | | NOTIME::SACKS | Gerald Sacks ZKO2-3/N30 DTN:381-2085 | Fri Aug 14 1992 16:19 | 8 |
| re .8:
> How are such transactions handled at tax time? How would this
> transaction look like in Schedule C (?) ?
Schedule D. I believe the way I've handled it is to use the purchase date
and price of the original stock and include an attachment or footnote
explaining what was going on. So you'll list N shares of SGI, but use
the purchase date and price of the MIPS stock.
|
248.11 | | NETATE::BISSELL | | Wed Aug 19 1992 12:33 | 6 |
| Thanks for the comments on how to handle the 401 but I had figured most of that
out. What I still havent figured out is to decrease the taxable salary. The
way that I am doing it the 401K still shows us as Salary and I can do the math
but would rather that Quicken be able to handle it for me..
Thanks, Al
|
248.12 | Am I all wet? | MAST::REISERT | Jim Reisert, AD1C | Mon Aug 24 1992 11:29 | 16 |
| RE: Note 248.7 by STAR::BOUCHARD "The enemy is wise"
I use 'pseudo-income'
> I put the weekly withdrawal into an account, and on June 1/December 1
> I add extra cash sufficient to allow me to enter a purchase ("Buy")
> at the real market price. The extra cash is 'Income', since that's how
> I report it to the IRS.
There is a bug in this method also - you receive the extra 'income' at the
time you SELL the shares of stock, not when you buy them. For example, I
receive 20 shares on 12/1/91. On 4/1/92, I sell them. The extra money
needed to buy the stock on 12/1/91 is 20*(FMV-purchase price), and is
reported by DEC as 1992 income, not 1991 income. At least that's the way
the IRS sees it.
- Jim
|
248.13 | You're right | STAR::BOUCHARD | The enemy is wise | Mon Aug 24 1992 16:30 | 5 |
| re: .12
Nope, you're right. I just find it easier to ignore Quicken's "Income"
numbers than its "Capital Gain" numbers...
|
248.14 | New quicken! | CAMONE::ZIOMEK | Pump up the TEST | Thu Sep 17 1992 13:10 | 13 |
|
Just received my Quiken update letter in the mail for the 2.0
version of windows as well as the 6.0 version of DOS. Both look very
hot, and are functionally equivalent. You can now download stock quotes
from prodigy directly into quicken. I think I read that they also
provide some macro's to do it automatically. They also are going to
have graphical output in the reports section. It looks awesome!
Release date is October 22nd......
John
|
248.15 | Quicken 6.0 is available in the stores now | KA1GFN::HORTON | Ken Horton, KA1GFN | Thu Sep 17 1992 13:59 | 11 |
| Quicken V6 is already available in software stores. I picked up a copy
last week. Cost will be around $35 to $40 and there is a $10 rebate coupon
enclosed.
There biggest change was the graphing. This allows you to graph assets,
liabilities, expenses, investments, and stock prices. Some are in the form of
pie charts and others as bar/line charts over time.
The have also added auto-fill for quick entries in the register. This feature
can be disabled.
|
248.16 | Quicken & SAVE Accounts | MRKTNG::REED_V | | Wed Jan 20 1993 13:53 | 13 |
| I just started using Quicken. Among the many things that confuses me is
how best do I keep track of my SAVE account values from month to month?
For example,
Should Funds A, B, C, etc be assigned separate accounts, or can they
all be integrated into one account? (If so, what kind?)
Fund A is always a $1 a share, it's the quantity that changes. What's
the best way to set this up in Quicken?
Tnx
|
248.17 | | QUEK::MOY | Michael Moy, DEC Rdb Engineering | Wed Jan 20 1993 14:14 | 8 |
| If you want to track the performance of all of the funds, then for
funds A and B, you can use a BANK or MUTUAL FUND. For the other funds,
you would want to use a MUTUAL FUND account.
I use an asset account for the whole thing and do not track the
individual funds.
michael
|
248.18 | I have them as securities within a regular Investment Account | SFC01::SFC01::SMITHP | Written but not read | Wed Jan 20 1993 16:40 | 5 |
| I setup a regular "Investment Account" called 401K.
Fund A, B , C etc... are setup as securities held in the 401K account.
I have Fund A setup as security type Money Market an Fund D as security type
Mutual Fund. Seems to work well and the investment reports produce
understandable information when setup this way.
|
248.19 | Sounds E-Z enough.. | MRKTNG::REED_V | | Mon Jan 25 1993 13:41 | 12 |
| <<< Note 248.18 by SFC01::SFC01::SMITHP "Written but not read" >>>
-< I have them as securities within a regular Investment Account >-
>I setup a regular "Investment Account" called 401K.
>Fund A, B , C etc... are setup as securities held in the 401K account.
>I have Fund A setup as security type Money Market an Fund D as security type
>Mutual Fund. Seems to work well and the investment reports produce
>understandable information when setup this way.
As Fund A (shrs always equal $1) fluctuates, do you "Add/Remove Shares"?
|
248.20 | % return on investment and graphs | FREEBE::NEARY | Bob Neary | Sun Oct 17 1993 15:47 | 22 |
| re: ROI using Quicken.
I've noticed when using the graphs that Xin,etc seem as though they're
being treated as appreciation of assets as oppposed to being
"transferred in". For instance, I'm looking at Investment Graphs for
securities and my Fidelity account. I sell say $5k worth of stock
from my "Stocks" account and transfer the money into my Fidelity
money market mutal fund. Quicken thinks that my mutual fund has
"appreciated" by 5k this past month so my annual rate of return is
phenominal. Assuming 5k per month growth, of course. Now all I need
to do is find 5k per month to Xin and I'm all set.
Have any of you folks found a workaround ? I do like the charts
otherwise, but now I've just 'corrupted' any useful info it will
give me for the rest of the year.
I know this question should go into DIGITAL_INVESTING, but while I'm
here, How do you handle ESPP ? I find the same problem there. Let's say
my DEC stock was worth 5000, now at the 6 month period I buy $4k worth.
All of a sudden, the account has gone from $5k to $9k and my annual
rate of return is in the stratosphere. At this rate , I be retiring
in 2 years. If only I COULD get it to compound 80% monthly ...
|
248.21 | try "BuyX" | SOLVIT::CHEN | | Mon Oct 18 1993 11:15 | 3 |
| re: -1
Maybe you should use "BuyX" instead?
|
248.22 | | BROKE::SHAH | Amitabh "Leadership DECAF? Yuck!" | Mon Oct 18 1993 12:06 | 8 |
| How do you handle selling of covered call options?
I have treated them as Misc. Income (and if bought back as Misc.
Expenses), but that does will make it not show up on investment
transactions summary.
If I treat them as something sold then I get a complaint about
a short sale.
|
248.23 | Selling calls is a short sale | KOALA::BOUCHARD | The enemy is wise | Mon Oct 18 1993 12:46 | 3 |
|
Selling a covered call *is* making a short sale, for all practical
purposes -- so I'd just enter it as such.
|
248.24 | Exdiv = Loss ? Something wrong here ... | FREEBE::NEARY | | Fri Dec 17 1993 12:55 | 25 |
| still need help re .20
and also ...
When mutuals declare a dividend the price drop looks to quicken like drop in
price so it results in a negative return being reported.
Assume you purchased 100 shares at $39.00 ...
For example,Fidelity Value fund went exdiv ~ $3.00 a share a few weeks ago.
So if you had 100 shares at 41.00 and went exdiv 3.00 , quicken thinks
you 'lost' $300. Do an 'update price' and your return for the month is
-$300 . Value before: $4100 value now :$4100 but div purchase of $300
means $4400 invested : value = $4100 : loss =$300. For the month = loss.
I understand that, in the long run,for tax purposes, this is right: but
not for the month. But I can't believe others haven't noticed this.
I'm assuming that I must have something set up wrong , but what ???
It corrupts all previously correct info also. What I bought at 39
now has a loss so my total return on fund is a loss instead of a gain.
Or have others just ignored it knowing it was incorrect?
Thanks for any pointers.
Bob
|
248.25 | Don't have that problem | KOALA::BOUCHARD | The enemy is wise | Fri Dec 17 1993 14:17 | 2 |
| I don't recall that problem; be sure to use "Reinvested Dividend"
when you enter the transaction. Comes out OK for me.
|
248.26 | Balancing Weekly Budget | DAGWST::PIAZZA | Yabadabadoo | Mon Jan 03 1994 00:16 | 18 |
| Hello,
I saw a commercial last nite for Quicken. It showed a screen like a
page from a checkbook, and said you could have a budget developed. It
showed bar graphs showing where most of your expenses were going.
My questions are: 1)Can you set up various accounts within your
checking account, for say food, mortgage, gas payment, cable payment,
telephone bill, etc., and 2)Can I also make it so that it will divide
my deposits into various accounts automatically. Say I deposit $500 a
week and want $100 to go to food, $200 to mortgage, $50 to four other
accounts. If I enter a deposit of $500 will it automatically do this,
and I can display my checking account, and it will show up to date
figures for each account?? If not, is there other budget balancing
software I should get?
Thanks,
/Dave
|
248.27 | | NOVA::QUEK::MOY | Michael Moy, DEC Rdb Engineering | Mon Jan 03 1994 01:33 | 13 |
| re: -1
You could set up accounts to do this, and then use memorized split
transactions to do what you want. But QUICKEN has a category mechanism
that handles this in a simpler manner.
What you can do is go to a software store that has a return policy that
if you aren't happy with something you purchase, you can return it in
30 days. Then try it out and see how you like it. I don't know where
you are located, but in the Nashua, NH area, there are two places in
the Pheasant Lane Mall that allow you to do this.
michael
|
248.28 | Thanks! | DAGWST::PIAZZA | Yabadabadoo | Mon Jan 03 1994 15:24 | 6 |
| Thanks for the reply Michael. It sounds like Quicken will do what I
want. I think I'll give it a try.
Thanks,
/Dave
|
248.29 | Is QuickenForWindows SE 2.0 the real thing? | NYOSS1::SAMBAMURTY | Raja | Mon Jan 03 1994 16:26 | 14 |
| I played around with a "special edition" of QFW2.0 that came pre-loaded
on a pc that one of my friends bought. It somehow doesn't seem
complete. For example, I did the Budget part, then later realized that
I could edit the classes. So I deleted some classes and added some
sub-clases. But I when bring up the Budget screen, all the original
classes that I deleted were still there (also, the sketchy manual that
came with the SE has no topic on budgeting). Can anyone tell if this is
a stripped down version ? Should I really be looking at the real thing
to get a feel for its functionality ? Thanks for any replies.
reg
Raja
|
248.30 | | NOVA::QUEK::MOY | Michael Moy, DEC Rdb Engineering | Tue Jan 04 1994 02:15 | 9 |
| re: -1
The Windows version of QUICKEN lagged behind the DOS version for a
while. I think that it caught up in version 3.0 of Windows which I
believe linese up with Version 6 of DOS.
So I guess I wouldn't run anything under 3.0 for Windows.
michael
|
248.31 | Maybe it's not the "real" release | KYOSS1::HANSON | Just doin' what makes sense. | Wed Jan 05 1994 14:22 | 9 |
|
I saw the same commercial that someone mentioned a few replies back.
It, apparently, is a "trial" version for only $8. Perhaps this is the
version that your friend got?
For $8, as oppposed to the normal selling price of $30-40, any special
edition or trial software has probably been lobotomized.
/bh
|
248.32 | a few more questinos | PCBUO1::GIUNTA | | Wed Aug 03 1994 10:04 | 27 |
| I've just started using Quicken and am in the process of setting up all
my accounts. I've got a couple of questions that I thought someone in
here might be able to answer.
Is there a way to get Quicken to adjust my account for a stock split?
I put in the split per the instructions, and the shares have been added
to my account in one lump sum. So does that mean when I go to sell some
of these that I have to make all the split adjustments in the cost
basis myself? I'd like a way for Quicken to take the extra shares and
sort of allocate them across the previous shares so that my basis is
accurately reflected in those shares. Any ideas? Right now, I'm still
keeping duplicate records on Excel, so I can keep doing that, but is
doesn't seem optimal.
And after reading all these notes, I'm still not sure of the best way
to handle buying stock at a discount. An example of this is the ESPP
purchase, but I'm also in a couple of dividend reinvestment programs
where I can buy more shares at a discount from the FMV. I'd considered
putting in the difference as an unrealized gain, but that doesn't seem
to be the correct way to do it. Or I can just use the FMV as my cost
basis and somehow put in the delta between the actual price and the FMV
to be reported as ordinary income, but that shouldn't be reported til I
sell the shares. I considered calling Quicken to ask how they suggest
it be done, but I thought I'd look for more suggestions here.
Thanks,
Cathy
|
248.33 | handling spin-off transactions? | NETCAD::FLOWERS | Hub Engineering - Dan | Tue Dec 06 1994 14:57 | 40 |
| Hi,
[I asked this in the Quicken topic in the IBMPC-94 notesfile, but no repsoneses
yet...]
I'm having trouble tracking a stock that has spun-off subsidiaries.
The Quicken help says to do the following for a spin-off.
1 - in the parent account, enter a RtnCap transaction. This
will add cash to the cah balance of the account
(amount added = value of spin-off stock)
2 - then issue a Buy of the subsidiary security (in the parent
account). This will return the cash value back to zero.
3 - adjust the price of the new security.
----
I tried it... ya so! I have two new transactions that cancel each other out.
And the cost basis of the parent is unchanged.
So I changed the Buy in step 2) to a BuyX (transferring to the new
subsidiary account). OK, a little better...
But the cost basis of the parent company is still unchanged. And the
new spin-off account has a cost basis of the transfer amount... I am expecting
the cost basis of the parent account to be reduced by the amount of the
new spin-off...(that's what the help said needs to be done - and makes sense
to me.)
So tried something else. I tried doing a BuyX in the new account. Quicken
placed a Xout (cash-out) transaction in the parent company. But still no
change to the cost basis.
What am I missing here?
Thanks,
Dan
|
248.34 | How to reflect an unreceived dividend in mutual fund data? | FREEBE::NEARY | | Fri Dec 09 1994 11:24 | 14 |
| My question has to do with updating prices on mutual funds.
I've had some funds for years and weekly I update the prices for my
mutual funds in Quicken.
My problem is that I've been in cash for a while and now that
distribution time is here, the price of the fund goes down while I
receive no dividend - so it LOOKS like the price of the fund drops
quite a bit.
How do I get around this ?
P.S. Of course the reason I'm doing this at all is to track the funds.
So, other than historical info there is no real purpose.
It's not a major problem - just an annoyance.
|
248.35 | | NETCAD::FLOWERS | Hub Engineering - Dan | Fri Dec 09 1994 13:27 | 17 |
| I don't have an answer - just a question about how you're using Quicken...
> My problem is that I've been in cash for a while and now that
> distribution time is here, the price of the fund goes down while I
> receive no dividend - so it LOOKS like the price of the fund drops
> quite a bit.
So, you've sold shares of the fund, and you're keeping the cash proceeds
in the cash balance of the [quicken-tracked] fund... right? You have 0
shares of the fund (it's all in cash balance)?
The fund price has indeed dropped in price...right? But the cash balance of
your account is unchanged, right? I guess I don't understand what you mean
by "it LOOKS like the price of the fund drops quite a bit". Where is
quicken saying this?
Dan
|
248.36 | Historical price - div adjustment ( ex div ) | DABEAN::NEARY | | Sun Dec 11 1994 20:26 | 20 |
| re .35 :
Dan,
As an example of what I mean -
On 12/2 the price of the Fidelity Value was say $44.00 and it has a
$2.50 distribution of cap gain and interest income . So on Saturday the
price of the fund is $2.50 less than it was on Friday. If I owned the
fund and had $100 in it on Friday - I still have $100 on Saturday.
But if I only record the price of the fund , it looks as though it
lost $2.50 on Friday. So when I chart it, months from now (without
including any dividend activity), it will look as though the total
return of the fund was negative.
It may sound confusing, but my point is that if it hadn't paid a
cap gain distribution the price I would be recording on 12/3 is
$44.00 - NOT $41.50.
|
248.37 | | NETCAD::FLOWERS | Hub Engineering - Dan | Mon Dec 12 1994 10:06 | 6 |
| Ah, I see what you mean.
I'm new to Quicken, and I'm finding many small 'nits'. (But Q is still
better than the other packages I tried out...)
Dan
|
248.38 | | ZENDIA::FERGUSON | Split open and Melt! | Thu Mar 09 1995 10:29 | 9 |
| right now, quicken is offering a $10 off mail-in rebate, so, i'm thinking of
getting it to get me outta the pen&paper method of burgetting/investing.
my question is: will quicken for WINDOWS run w/o a problem on Windows NT ?
i can get quicken for DOS or WINDOWS. prefer windows, but, want it to be
able to run on NT.
thanks,
jc
|
248.39 | | NETCAD::FLOWERS | Hub Products Engineering; Dan | Thu Mar 09 1995 13:37 | 6 |
| >my question is: will quicken for WINDOWS run w/o a problem on Windows NT ?
You might have better luck asking this in NOTED::IBMPC-95 (topic 530) (Or
maybe it's already covered in there...?)
Dan
|
248.40 | yup. | DECWET::COLGATE | | Thu Mar 09 1995 18:47 | 5 |
| Quicken for windows runs on Windows NT. Version 3 ran under emulation
on Alpha, version 4 requires an Intel machine (>=386 app). But version
4 runs on Windown NT Intel...
Wim
|
248.41 | how to deal with DEC's matching funds? | NETCAD::SIEGEL | The revolution wil not be televised | Thu Jan 18 1996 15:38 | 25 |
| Question about tracking Digital's 401(k) in Quicken.
I just started to track my SAVE plan in Quicken 6 for Mac. I have set up a
portfolio account, which contains an account "Digital SAVE", which contains
5 securities that I invest in. I have entered transaction data starting
3/31/95, when we switched over to the new funds. I have it so the "total
cost" and "market value" exactly match what I have put into the funds
versus how much they are worth. So far so good.
I just realized that I have a new dilemma. Now that Digital is matching a
certain portion of my own contributions, how can I add shares each week,
but somehow separate my contributions from DEC's contributions, so that the
"total cost" only increases based on *my* contributions, and the gain/loss
looks better?
Am I correct in assuming that in money-speak, "total cost" only includes
*my* contributions to the plan, not Digital's?
I have read other notes by people who enter payrolls into quicken, which
create new transactions that place certain percentages into each fund each
week. That sounds great, but it doesn't solve the above dilemma.
thanks,
adam
|
248.42 | | NLA0::ONO | The Wrong Stuff | Thu Jan 18 1996 18:01 | 14 |
| I think you'd want the cost basis to include Digital's
contribution, otherwise you'd be artifically inflating the total
return.
I suppose you could set up another account that tracks Digital's
contributions separate from yours, and split the distributions
between the two accounts, but why would you want to put yourself
through that kind of pain?
What I'm trying to figure out is how to enter the contribution
without having it show up as income. The documentation tells me
how, I just haven't completely figured it out.
Wes
|
248.43 | | NETCAD::SIEGEL | The revolution wil not be televised | Thu Jan 18 1996 18:13 | 34 |
| re: <<< Note 248.42 by NLA0::ONO "The Wrong Stuff" >>>
>I think you'd want the cost basis to include Digital's
>contribution, otherwise you'd be artifically inflating the total
>return.
I guess this is a matter of opinion, but the way I see it, if I didn't
contribute to it out of my pocket, it's not "my cost". It's free money, so
why not have it contribute totally to P/L? Then again, I see your point
that DEC's match would show up as pure profit, which isn't necessarily
wrong, but the portfolio window would not show the true returns of the
funds themselves, but rather, my SAVE portfolio as a whole.
>I suppose you could set up another account that tracks Digital's
>contributions separate from yours, and split the distributions
>between the two accounts, but why would you want to put yourself
>through that kind of pain?
I agree :-)
>What I'm trying to figure out is how to enter the contribution
>without having it show up as income. The documentation tells me
>how, I just haven't completely figured it out.
I think what you're saying here is that since Quicken only considers
dividends and interest as income, if I categorized DEC's match as such, it
would show up as income. I definitely don't want that. Only SAVE fund
dividends should show up as income.
Any other suggestions?
thanks,
adam
|
248.44 | This is how I handle it... | SMURF::STRANGE | Steve Strange:Digital UNIX, DCE DFS | Fri Jan 19 1996 10:45 | 17 |
| re: last few
This is how I handle it, FWIW. For each paystub entry, I include a
separate split line for 401k match income. I assign this to a separate
category, that is marked as non-tax-related. Then I have another split
line that is a transfer to my 401K portfolio account. The (negative)
amount on this line is the sum of my 401k contribution and Digital's
401k matching contribution. So, if I bring up a pie chart of income,
I end up with a little wedge marked 401k contribution, while 97%+ of
the pie is marked 'salary'.
I didn't want to consider the matching funds as part of the growth
percentage of the funds, as that makes it difficult to compare the
return rate with other investments. The matching 401K contribution
really is income, its just not taxable income.
Steve
|
248.45 | | PADC::KOLLING | Karen | Fri Jan 19 1996 12:47 | 5 |
| I've blanked out about tax treatment of 401K funds when they
are taken out after retirement (assuming it's done according
to regulations) -- is the Dec matching part taxable then?
Are any gains it's made?
|
248.46 | Using Quicken V7.0 DOS , Want portfolio %-ages | DABEAN::NEARY | Bob Neary Lexington,Mass | Thu May 09 1996 23:24 | 13 |
| I've just been trying to use the "Graphs" option in Quicken.
I want a breakdown of all my investments as a %-age of all I have.
For example,
If 10,000 total:
$9000 money market
500 Fidelity Fund
500 Magellan
The graph shows 50 % Fidelity, 50 % Magellan instead of 5% Fid, 5%
Magellan, 90 % cash. I would like it to show 5, 5, 90 but since CASH
doesn't "appear" in Graphs, Reports , is there a way to do it within
Quicken ?
|
248.47 | Importing data | ASDG::KGOULD | Ken Gould | Wed Jul 03 1996 10:32 | 7 |
| Does Quicken allow one to import data from spreadsheets (Excel, Lotus etc.) or
Manage Your Money?
I have been using MYM for couple of years and would like to consider going
over to Quicken.
Ken
|
248.48 | Pretty sure you can do it | NETCAD::HERTZBERG | History: Love it or Leave it! | Wed Jul 03 1996 11:57 | 12 |
| There's an interchange format for transferring data between all
these checkbook programs. I think it's called "Quicken Interchange
Format" or something like that. Many of the financial programs can
write and read this format. If you poke around the menus and/or
help screens in MYM, you might run across an export feature. Check
out which formats it exports to and post them here. Many of us have
Quicken and can verify that Quicken can read what gets exported.
If the name of the interchange format has the word "Quicken" in it,
you can feel pretty safe that Quicken will import it! ;^)
The only warning is that it is possible you'd lose some MYM-specific
info. I don't know... but the basic transaction info should be intact.
|
248.49 | Historical stock pricing in Quicken 5 for Windows | IAMNRA::SULLIVAN | Jesus is Coming? Look Busy! | Tue Jul 09 1996 15:10 | 14 |
| I have quicken 5 for windows and I would like to enter the historical
prices [open, high, low, close] and volume using a file rather than
manually. The quicken documentation only lists a file format that includes
symbol, date, and price even though the portfolio price update feature
gets all the information I want [for only the current quote!] and my
Windows on WallStreet update option will update the current quote with
that information as well.
Any ideas or solutions? Has anyone wanted to do this before? I'd like my
quicken graphs to reflect some semblance of reality for the securities in
my portfolio...
Thanks,
-Stephanie
|