Tags: download

06/14/13

  09:12:00 am, by The Dreamer   , 1412 words  
Categories: Healthcare, Quicken/TurboTax

Screwed by Quicken

A while back I was having trouble updating transactions in my TIAA-CREF account. I used to update my entering each transaction by hand every so often, but then a few years ago (when I rolled over a Rollover IRA, which I had parked my 401k of my previous employer, as the invisible money fee was huge....share counts would drop every month, with no explanation in the account statements.) I let them generate the funds I should spread my retirement into...which makes it much harder to be entering transactions by hand.

I had tried the Quicken download option, but the dates of the transactions didn't line up with my pay days or the website's transaction history. So, making the download match what I was entering was tedious, as was not entering any by hand and adjusting after download. Also, the download likes to splatter my register with placeholders, and the complain that the placeholders are missing information so it can't do gain calculations.

So, originally, I'd only like invest in 6 +/- 1 funds. Basically a fund out each slice and some multiple of 5% rather than the specific percentage an investment tool had suggested for me.

Now, I have my retirement funds spread of 12 funds in my Mandatory Plan, and 19 Funds in my Voluntary Plan (since the Voluntary has access to more choices than those specified by pension administrator.) The Mandatory Plan is funded by the mandatory 5.5% that comes out of every paycheck, plus an 8.5% match from employer. While the Voluntary Plan is money that came from other sources, which could be in the form of additional deductions from pay. But, in my case it represents what was in my previous 401k.

So, I just let the Quicken download be as it is....deleting most of the placeholder transactions, because the only transaction that doesn't appear anywhere is the share count growth of my TIAA-CREF Traditional Annuity. But, I just change them into reinvestment actions with a price of $1. Not sure how I would get quicken to tell me what the gain/loss % is from that....

Somebody had described how to do the math to get include re-investments into the overall gain, perhaps I'll have to look into that someday.

Anyways, I noticed that I somehow hadn't done a download in almost 2 months (since the download ranges are 30, 60, 90 or All), so I try to do it about every 30 days. Quicken doesn't seem too bright on knowing transactions that overlap the previous download aren't new, and it'll refuse to let me manually match them with the correct transaction, since it the transaction had already been matched (or created by a previous download). So, I have to delete some of the new transactions, along with all the placeholder entries...before accepting the rest.

Normally this works great....even if the dates happen a day or two before payday. It makes the transfer from my associated cash account for my Mandatory Plan...sure it might go negative...but it all zeros out in the end, usually.

But, then last fall, there was a weird extra $3 and change in my cash account. I kept looking for a missing transaction, but didn't see one. Eventually, I found that when it had done my annual birthday re-balancing...where it sells parts of some funds and Quicken transfers into my cash account, an then buys amounts in the other funds with Quicken transferring out of my cash account. It didn't do that when it added to my Wells Fargo Advantage Growth Fund Institutional. I fixed it by hand, somehow and continued on my way.

Full story »

10/30/11

  06:01:42 pm, by The Dreamer   , 349 words  
Categories: Healthcare

My new CPAP, and final download from the old?

Today I finally got around to setting up my new Intellipap AutoAdjust Travel CPAP Machine with SmartFlex.

Not much to write about setting it up...except that I couldn't find the power cord for it, so I just moved the cord from my old CPAP over to it...saves me digging around behind my headboard anyways. And, there was some question of where on top of my night stand to put it, and how to orient it. Even though I bought it with its integrated humidifier, I opted to not use it...on my current night stand set up (perhaps when I get around to buying the new one...and/or I become more comfortable with the unit...I'll position it such that it'll be easier to slide the tank in and out.) In the meantime, I'll just stick to my HC150 external humidifier.

The only annoyance I found, was that the online DME didn't include the clinician manual with it, and didn't set it up to my prescription. My (current) prescription is 7.0 cmH20. They noted that they had set it to Auto 4.0-20.0 cmH2O....but, they had gone into the menus, because the factory defaults are auto 5.0-15.0 cmH2O....

I did a quick test fit, was surprised to find air blowing already, and it was so quiet. I knew I had enabled auto-on, but didn't expect it to come on so quickly and silently...compared to old Respironics machine. The auto-off was a little more annoying, but I guess that's expected. Wonder what I should set Tubing Length to....choices are 6' or 10'. I'm using a 6' tube, but there's a 2' tube between the machine and the humidifier...and there's also an extra bit of tube (with a quick connector) from the end of the 6' hose to the mask elbow. Guess I'll go with the 10' setting. I suppose I could dig out my cmH2O gauge manometer to verify its pressure.

But, looking forward to first night on it....

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Now instead of subjecting some poor random forum to a long rambling thought, I will try to consolidate those things into this blog where they can be more easily ignored profess to be collected thoughts from my mind.

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