tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5802-setting-up-403b9-accountInfinite Kind: Discussion 2021-06-07T18:50:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/490764282021-03-08T18:18:19Z2021-03-08T18:18:19Zsetting up 403(B)(9) account<div><p>My preference would be to add a split on your wages and send that money to the investment account, but for the reasons you state, you don't want to do this...</p>
<p>Just set up a new dummy category called: "Employer contributions to 403B" and then in the investment account create Xfr txns into the account from "Employer contributions to 403B". You will then have to ignore this category on your reporting etc..</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/490764282021-03-08T18:42:36Z2021-03-08T18:42:36Zsetting up 403(B)(9) account<div><p>Stuart, thank you for your reply. The Split option would work, but I cannot resolve how to add in the employer matching funds into the investment account in a split. Maybe, there is something that I'm overlooking. Also, using this method, the dates would not correspond with what actually occurs as the actual deposits into the investment account and my personal account are made usually more than 2 weeks apart.</p>
<p>I think I will try the "dummie category" option, as this account doesn't won't affect any reporting anyway. I just want a way to look and see how the investment is adding up over time. We'll see how this works in practice.</p>
<p>Thanks again for the suggestion.</p></div>gbarnes12