[moneydance] How to setup College 529 plans in MD?

[Rick Flower]

I've done that to a point.. I've got an investment account but since there
are no tickers per-se with the account in question, I can't add anything
other than regular increments of $$ into the account -- the statements
indicate that each $50 I put in (for instance) adds 3.3378 units at
$14.98/unit.. At this point I can't see any way that MD will be able to
indicate when the market takes a dive and the portfolio is now worth less
(or more) than last time w/o it following something with a ticker.. Is
there something I'm missing?

On Wed, May 21, 2008 6:59 pm, Gordon Alley wrote:
> The most obvious method wold be to create an investment account, and use
> information from your statements to create transactions that reference the
> appropriate income/expense categories.
>
> On Wed, May 21, 2008 at 8:45 PM, Rick Flower <rickf at ca-flower.com> wrote:
>
>> I finally got around to putting in some additional accounts that I've
>> not
>> tracked in MD before.. To that end, I am not sure what the best way to
>> handle 529 plans might be.. In this case, the plan is carried by USAA
>> and
>> has no ticker per-se to track updates/declines automatically with.. The
>> statements show contributions along with unit prices for each period
>> (similar to buying stock I guess)..
>>
>> Any suggestions would be appreciated..
>
> --
> Gordon B. Alley
> http://www.gordonalley.com
>