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401k with no connectivity
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Topic: 401k with no connectivity (Read 2058 times)
katsiki
Handlebar Stache
Posts: 2015
Age: 43
Location: La.
401k with no connectivity
«
on:
June 20, 2016, 03:38:33 PM »
What do you all do to keep an eye on your 401k if they do not allow connections from Mint or Personal Capital? I have contacted them and they have no plans to upgrade or support this.
Do you just manually update the values every quarter?
Thanks for any pointers!
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RyanAtTanagra
Handlebar Stache
Posts: 1316
Location: Sierra Mountains
Re: 401k with no connectivity
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Reply #1 on:
June 20, 2016, 04:47:08 PM »
I don't use Mint or the like, but I manually update (into an excel sheet) the balances of all my accounts every payday. Takes 5 minutes.
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NoStacheOhio
Handlebar Stache
Posts: 2136
Location: Cleveland
Re: 401k with no connectivity
«
Reply #2 on:
June 21, 2016, 08:12:25 AM »
I'm not sure if Mint does it, but Fidelity Full View lets you enter shares manually, and will update pricing automatically.
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katsiki
Handlebar Stache
Posts: 2015
Age: 43
Location: La.
Re: 401k with no connectivity
«
Reply #3 on:
June 21, 2016, 08:39:41 PM »
Thanks for the replies. I will try manual. PC does allow it. I was concerned I would lost some of the history and tracking, but perhaps not. I'm still getting up to speed on using PC.
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401k with no connectivity