I did my taxes last weekend, so I decided to bring my Merrill Lynch and 401k accounts up to date in Quicken this weekend. I had two quarterly 401k statements and four monthly Merrill statements to enter. Very depressing. Lots of money down the drain over the last several months!
I’ve been manually entering my Merrill statements into Quicken for about a decade now. I tried switching to a download & import scheme about five years ago, I think, but it didn’t work quite right, so I gave up and went back to hand-entering them. Well, I decided today that enough time had passed that it was worth giving it another try, and it worked OK. So, now, I’ve got nearly all of my financial stuff automated. The only think I really need to enter manually now is my 401k statement, since that’s apparently not available in a Quicken-compatible download.