Thank you so much, Spud! This will definitely make Quicken more useful to me. Too bad I'll have to manually check it occasionally to make sure the fund manager hasn't change the allocation, but it's better than doing a lot of manual entry every quarter. I'm all about setting things up so I can do a one-click update!
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financial checklist:
[x] emergency fund fully funded [x] no cc debt [x] >10% to 401k
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