I have some taxed and non-taxed accounts with Ameriprise. Also, I have a brokerage account with Ameriprise. Each month I receive the 30 plus page financial report from Ameriprise. I am trying to decide on the best way to enter and manage this in Quicken 2005. I am not interested in entering and monitoring every facet of the report. I want to basically track values, changes, ETC. I believe some of the accounts can be downloaded and some can not. Regardless, I wanted to do this manually and not download the data.
I''ve been trying to decide do I set up accounts and track by asset class or do I do individual accounts, I.E. IRAs, Financial Accounts, Brokerage Accounts, ETC. Am I off base and should I be downloading what I can and than creating what I need for those that do not download.
Any and every comment, advise, and dialog is appreciated.