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

[Rick Flower]

Thanks.. That's good enough for now.. It's a little crude but Quicken
would do no better.. It's more an issue I guess with the 529 plans
and their lack of available information that is easily accessible by the
automated systems such as those used by MD.

On Thu, May 22, 2008 3:33 pm, Ylan Segal wrote:
>
> On May 22, 2008, at 3:24 PM, Rick Flower wrote:
>
>> 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?
>
> You can update the price of the security manually when you get your
> statements. In the investment account, go to "Securities Detail".
> Select the security and go to history. There you can enter the current
> price, which Moneydance will use to calculate current value.
>
> Hope this helps,
>
> --
> Ylan
>
>