How To Budget Investment Accounts?

[Jonathan Chan]

Ping. Can anyone help me with this issue? If not here, is there any other
place that I can ask for help with this?

Thanks,
Jonathan


On Thu, Aug 7, 2014 at 1:32 AM, Jonathan Chan <jonmchan at gmail.com> wrote:

> Hi all,
>
> I have a 401k account that I put money into and the money is invested into
> different mutual funds. My 401k account allows me to download the
> transactions as QFX file so I have set up my 401k account to have
> subaccounts that are investment accounts in the mutual fund like the manual
> suggests to do:
>
> Assets
>    \ Investments
>         \ 401K account
>             \ BRUFX
>             \ VHCIX
>             \ etc.
>
>
> When I am budgeting, I would like to budget how much money I invest into
> my 401k account, but when I look at the budget report, I see erroneous data
> because technically whenever I put money into the 401k account, it is
> withdrawn from the sub-accounts immediately. I can't budget the
> sub-accounts because it is in mutual fund shares and they change from month
> to month, is there any way to solve this problem and keep track of my
> mutual funds still? I want to budget a fixed amount of money into the 401k
> account every month and have it properly tracked in the budget report.
>
>
> Thanks,
> Jonathan
>