Hopefully someone out there can assist me with the problem I have.
I am running Quicken XG 2005 Canadian Version and it all works fine. The only problem is the one piece of investment I have not included in my portfolio is the Retirement Plan I have with my work, which is with Standard Life. The plan at work is: we pay 50% as employees and the company pays the other 50% that goes into our RRSPs.
Now I only get a semi annual report in the mail on how the investments are doing. Standard Life does not have a way for Quicken to hook into their system either to get updates.
My problem is how do I set this up on my system. When I create this new account for Standard Life, it wants to know what stocks or mutual funds I am buying and how much they cost with commission. With the semi annual report (and with minimual details on what has happened during that time on the report) I don't have all this information, like I do with my personal trading accounts.
Also, if I set it up this way, it wants to know where the money is coming from. I have set up my bi-monthly pay checks in the system and in that transaction, it shows my payment towards the Retirement Plan, but that cash doesn't go anywhere right now in Quicken (well at least towards a RRSP account). That is also only half of the payment, so where would the company part come from in the program?
I know this sounds really confusing as I describe it, but hopefully someone out there knows what I am trying to describe.
Thanks Carl