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Old 11-12-2010, 08:41 AM   #81
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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.

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Old 11-12-2010, 10:06 AM   #82
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Old 11-13-2010, 03:14 AM   #83
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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.
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Old 11-17-2010, 10:11 AM   #84
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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.

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"If only I had spent more time at work" ... from "Busy Man" sung by Billy Ray Cyrus
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