[moneydance] 401k Allocation
L Pfeffer
Lpfeffer at verizon.net
Thu Jan 4 10:38:19 EST 2007
Since my New Year's resolution is to keep better track of the family
finances ...
Is there a relatively automatic way to allocate both my husband's and
his empoyer's contributions to the 401k plan?
Here's what happens every paycheck:
- part of gross salary to 401k
- employer contributes to 401k
- some shares of each of 4 funds are purchased
I can get the first transaction done; it's an easy Deposit: Gross
salary, Payment: Retirement account. But I can't figure out how to do
the others, without manually going in to the retirement account each
pay period. [Weekly, so there are a lot of transactions!]
In a perfect finance program, this could all be done via splits in
the single paycheck transaction. I really like MoneyDance, but it's
not perfect -- any suggestions on approaching perfection?
--Liz
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