[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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