I posted this without accounting for interest in my ING Direct accounts, so I'll have to update the chart later tonight.
Asset Manager
· 4 years ago
January was a tough month for me too although yesterday I got some advice from an investment manager and they are going to help me out. Here's hoping that in February I'll see a vast improvement.
Jonathan
· 4 years ago
I am assuming that the snapshot is from Quicken 2005? How do you like it so far? Have you finished switching over from Money? I'm considering getting either Money or Quicken with my tax software this year.
As for January, I am trying to see it as an opportunity to dollar cost average.
Flexo
· 4 years ago
Jonathan,
I switched from Money 2003 to Quicken 2005. Unfortunately there's no way to import directly from Money to Quicken so I still use Money for historical information and Quicken only for information over the current year. My Money file goes back to 2002 and it would be too much of a project to re-enter all of the transactions.
Thus some calculations in Quicken, like cost basis for my investments, are off.
I'm happy with the program and glad I made the switch.
All Comments
As for January, I am trying to see it as an opportunity to dollar cost average.
I switched from Money 2003 to Quicken 2005. Unfortunately there's no way to import directly from Money to Quicken so I still use Money for historical information and Quicken only for information over the current year. My Money file goes back to 2002 and it would be too much of a project to re-enter all of the transactions.
Thus some calculations in Quicken, like cost basis for my investments, are off.
I'm happy with the program and glad I made the switch.