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Vanguard.com gets more FTW points by allowing me to track the 401(k)… - Portrait of a Young Man as The Artist — LiveJournal
abmann
abmann
Vanguard.com gets more FTW points by allowing me to track the 401(k) funds in the same place as my other investments. It was also a very nice bonus to see how much I have invested now. :)

I really like their portfolio analysis tools. I see what percentage of my money is sitting what sort of investment. With pie charts! Currently, I'm not especially diverse. My 401(k) is very aggressive, lots of stocks, foreign and emerging market funds. And my money market is.. well, i money market.

And I'm looking into Quicken as a single solution for tacking all investments, taxes, budgets etc. I'm very bad at budgeting in that I could probably save twice what I currently do. I like that the Mac version is $20 cheaper than the Windows version that does the same amount of tracking.

However, have any of you used Quicken or other similar software?


Mm... pie.

In related news, I did a very rough estimate of my net worth: $22,500
Which is pretty good, I think, for being 2.8 years out of college.

And I filed my taxes. I'm up $367 for that too.
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Comments
tokudama From: tokudama Date: March 2nd, 2007 02:54 pm (UTC) (Link)
My mom uses Quicken for her business and personal financial stuff. She likes it well enough.
abmann From: abmann Date: March 2nd, 2007 03:20 pm (UTC) (Link)
Do you know how flexible and powerful the reporting is?
tokudama From: tokudama Date: March 2nd, 2007 03:33 pm (UTC) (Link)
No, I've not used it myself. By "business" I mean she uses it as one of the things to help manage her small business, so I would assume its functions are reasonably powerful. Then again, there are many possible applications for it, so the specific features you're looking for could yet be lacking and I'd have no clue :)
alyska From: alyska Date: March 2nd, 2007 06:36 pm (UTC) (Link)
we use quicken for our personal accounts, and i use quickbooks for my studio accounting. me likes it good.
abmann From: abmann Date: March 2nd, 2007 06:46 pm (UTC) (Link)
Ever Google search permutation shows Quicken to be the out-and-out winner for personal finance software on the Mac.
Mmm... i like very much that it is cheaper than the Windows version. :)
aetrix9 From: aetrix9 Date: March 2nd, 2007 11:53 pm (UTC) (Link)
I use Quicken to track the house account too. I likes, but the reporting does get to be a bit bothersome, at least on my version, because I can't keep "default" entries for some items.

Plus they talk about inflows and outflows a lot, which makes sense for business, but not for personal use, which talks more about income and expenses.

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