01-30-2014, 09:13 PM
Microman wrote:
2 Checking, 2 Savings, Money Mkt. 2 IRAs, etc, No keeping a check register, and at the end of the year I print out a very nice Tax Breakdown for entering into Turbo Tax.
I had no trouble keeping everything up to date when I had that level of simplicity. However, now after decades of each of us having a variety of jobs and consulting gigs, we have probably 15 or 20 retirement investment accounts (IRAs, 401ks, SEP-IRAs, inherited IRAS, public agency deferred comp plans, etc), each of which has a plethora of securities. Some I could probably merge but others cannot be. I think I'm going to try Wailer's suggestion and only track balances. To do that I guess I can just convert the accounts over to being savings accounts.