Investments

[Dennis Powless]

Thanks everyone, I think I have it working.  Not sure if it will work
on the back end with the reports etc... don't really understand that
right now, but I have what I need.  I can only say this was far more
complicated than it seems or should be.  Otherwise, it works for what
I needed.

I do find it odd, that in quicken all these side accounts and cash
accounts are all contained in the one account and transaction (the
fund).  The movement of funds reinvested etc...

I can move money into the fund to buy shares from the bank with a
split of my paycheck, only for future deposits.  I will set up
scheduled transactions for these, so ti will work out.  I can side
step the cash account for almost everything.

I haven't yet used any of the budgeting or report features of GC, so
that will be the next hurdle.

Thanks

Dennis

On Wed, Nov 24, 2010 at 12:04 AM, FireFly <fireflys_98 at yahoo.com> wrote:
> --- On Tue, 11/23/10, Derek Atkins <warlord at MIT.EDU> wrote:
>
>> FireFly <fireflys_98 at yahoo.com>
>> writes:
>>
>> > Wait, Dividends should still "start" at the Income
>> Level, as I noted in the flow it would be
>> >
>> > Income Account -> Cash Account -> Fund Account
>>
>> Or you can just do Income -> Fund ; there's no
>> requirement to side-step
>> into the Cash account.
>>
>
> Unless you want Advanced Portfolio to work, in which case you do need to side-step into Cash Account first, because otherwise you get very odd results.
>
> - James Duerr
>
> E-mail: FireFlys_98 at yahoo.com
> ---------------------
> Discover a lost art - play Marbles. May 2004
> www.marillion.com
>
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