Tracking investment accounts without adding security detail

robert's Avatar


18 May, 2016 07:36 PM

Until now, I've tracked activity in our various 401 and 403 accounts by entering activity in the accounts, security by security, as I and our employers made contributions. It was accurate, but arduous.

Just recently, I've turned management responsibility for those accounts to our broker (TIAA). They're re-balancing our accounts, resulting in the addition of dozens of new securities designed to balance risk, return, taxes, etc. etc.

There's no way I can keep up with the data entry at the security level. How can I best track the value of our accounts at the account level, recognizing contributions and purchase, income, and growth in value without going crazy? I'm willing to give up security-level detail in MoneyDance, but I do want to have up-to-date values.

  1. System closed this discussion on 02 Oct, 2016 02:35 AM.

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