Tracking 401(k) contributions

Lender · Joined: 25 Feb 2008 Posts: 1

I have my paycheck itemized so my 401(k) contirbutions are transfered to the
contributions portion of that account. However, is various investments are
purchased from the account (out of contributions) I can not track my
year-to-date contributions. Since I can invest $15,500 annually, I need to
adjust the amount of 401(k) contribuions so I do not fall short of this
number. I am currently withhold a large amount and will reduce it as the
year goes on. I NEED to know how much I have contributed year-to-date in
order to track and adjust my % withheld of each paycheck to maximize my
employer's contribution. Please advise

Archived from group: microsoft>public>money

Chris Cowles · Joined: 02 Aug 2007 Posts: 1044

"Lender" wrote in message @microsoft.com...
>I have my paycheck itemized so my 401(k) contirbutions are transfered
>to the
> contributions portion of that account. However, is various
> investments are
> purchased from the account (out of contributions) I can not track my
> year-to-date contributions. Since I can invest $15,500 annually, I
> need to
> adjust the amount of 401(k) contribuions so I do not fall short of
> this
> number.

Customize a category report to show transfers out of budget and
include only the originating checking account, and the destination
retirement account.
--
Chris Cowles
Gainesville, FL

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