> On Jul 26, 2017, at 10:27 PM, AC wrote:
>
> I'm going to try
> the structure in a new file and see how it behaves. If everything looks
> ok then I'll recreate the structure in my main file and start entering
> the data.
For what it’s worth, I’ve been doing it that way
On 2017-07-26 12:17, Eric Siegerman wrote:
> (Lost the attribution; sorry):
>> Assets:TIAA (cash)
>> Assets:TIAA:Lifecycle 1 (commodity)
>> Assets:TIAA:Lifecycle 2 (commodity)
>> Assets:TIAA:TIAA Mutual Fund (commodity)
>
> I've never heard of TIAA before, but from what's been said, I
> infer
(Lost the attribution; sorry):
> Assets:TIAA (cash)
> Assets:TIAA:Lifecycle 1 (commodity)
> Assets:TIAA:Lifecycle 2 (commodity)
> Assets:TIAA:TIAA Mutual Fund (commodity)
I've never heard of TIAA before, but from what's been said, I
infer that an account there behaves enough like a normal
Seems like it might but what I want is to have the top level account
(let's just call it TIAA) follow the entire value of the portfolio.
Underneath that I want to see what the three individual funds are doing
(the two lifecycles and the mutual). In the case of the lifecycle,
you're correct that
I have two TIAA contracts which contain mutual funds and other similar
investments. I have a top level asset account named Retirement and below
that are asset accounts for each contract. Under each contract are accounts
for each mutual fund, ETF, etc. As far as I am aware all TIAA funds now
have
I may be misunderstanding, but it seems like the following would work:
Assets:TIAA (cash)Assets:TIAA:Lifecycle 1 (commodity)Assets:TIAA:Lifecycle 2
(commodity)Assets:TIAA:TIAA Mutual Fund (commodity)
My experience of the so called "Lifecycle" funds is that they are just like any
other mutual
I want to start tracking my TIAA retirement portfolio for informational
purposes (no reporting needs, filings, etc.) but I need some suggestions
on structuring the account trees so that it doesn't affect my existing
accounts. However, possibly later I'll edit things so that the paycheck