Balance update and transaction downloads

May 22, 2006 2 Replies

Hello all, I am a Q2005 pc user, and download all of my accounts from my bank. I use standard checking, savings, investment, and 401k accounts. I was wondering if there is a way to track only my current balances on these accounts. I do not need all the individual transactions, I would only like the current balance, and numbers of shares to show once I update and reconcile the accounts. I hope that all makes sense! Thanks for any help.


tytl



You would still need a transaction that increases or decreases the balance. You could manually add a "net change this month" transacation, which is probably on your statement. However, what is wrong with having the transacations? You don't have to do anything with them, but if you need them, it is nice to know they are there.

Brad H

OK, thanks, I guess I was just trying to keep things simple. tytl

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