Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Old 11-12-2010, 08:41 AM   #81
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
TromboneAl's Avatar
Join Date: Jun 2006
Posts: 11,407
Does anyone have a easy way to convert VG funds to Admiral. Maybe that is an option on later versions?
There's no special option or feature for this; it is treated like selling shares of one fund, and buying another (which is what it is, of course). That is, you download the data, and Quicken asks you for a name for the new account.

In the past I've had this work fine after the downloading, but this time I had to go in there and manually fix up the transactions.

TromboneAl is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 11-12-2010, 10:06 AM   #82
Recycles dryer sheets
bigla's Avatar
Join Date: Aug 2007
Location: Mt. Pleasant
Posts: 138

Retired early and loving it.
bigla is offline   Reply With Quote
Old 11-13-2010, 03:14 AM   #83
Thinks s/he gets paid by the post
target2019's Avatar
Join Date: Dec 2008
Posts: 3,868
Originally Posted by rayvt View Post
It is simple and easy and transparent to keep track of major cach inflow/outflows, and the balances of all your various accounts in a simple Excel spreadsheet. Once a month I log onto all the accounts to get the balances and enter them in the spreadsheet. Takes me all of 30 minutes. And I don't enter pennies or even whole dollars. For record keeping purposes I round to the nearest ten dollars.
I use a similar method for expenses and investments. I keep monthly summaries of items. I have paper companies of bills and transactions, and keep them for about 10 years (have a business). What is measured, is managed.

I think we are discussing different types of people. Some measure nothing. Some measure just enough. Some are accountant-like, needing details on everything.

I know from experience that you can miss the obvious when you are gathering data. Since we are frugal, and investigate large purchases, we won't gain much more by knowing a loaf of bread was purchased 6 times this year. We are probably 90% of the way there, just by our inclinations. For instance, we turn off the light when we leave a room. It could be that the last 10% of savings is driven by an-internet capable quicken with smart phone notifications and blue-tooth reminders when you sit down in the car.

To each, their own.
target2019 is offline   Reply With Quote
Old 11-17-2010, 10:11 AM   #84
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
easysurfer's Avatar
Join Date: Jun 2008
Posts: 8,476
In some circumstances, I find it easier to go with the detail. Such as with my checkbook. I balance it to the penny because in my mind, that is easier than to decide each I round up, or round down?

Maybe it's just how my mind works. Like the speedometer of a car. Do you prefer a dial indicating your speed or a digital number? A matter of preference.

Have you ever seen a headstone with these words
"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
easysurfer is online now   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


All times are GMT -6. The time now is 07:53 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.