401k Plans

[TigerLa]

The investments I've loaded are mutual funds. I also have 2 401k plans I'd like to track along with the mutual funds, but I don't want to have to load purchases every 2 weeks in the active 401k plan. What would be the best way to handle this? I'd like to be able to load my cost basis so I could track my gains.

[Mark]

Hi TigerLa,

If you want to keep track of cost basis, you'll need to enter your purchase amounts. Without this, there is no way to know your cost basis.

As a time saver, if your 401K is held at one of the supported broker companies, you can just 'retrieve' your transactions, making it much easier. See:

http://www.fundmanagersoftware.com/tintrtv.html