Add Roth IRA Account without feed

Google Sheets
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1

I need to add two Roth IRA accounts whose account information is not supported by automatic feeds. One of them is with Sound Shore Funds. I have searched through the documentation/discussions and have not found a way to add them. I ultimately want the data to be factored into the Retirement Planner Sheet. Any advice?

Thank you!
Bill

2

Hi @bwentwor:

You can add these manually, and update the balances from time to time. Here is a great tutorial to walk you through the steps:

Will this help?

3

Thank you! Still a newbie here. I thought it might be different for investment accounts.

1 Like
4

Ha! Got it. We are all still learning…

Here is another option. (Use the search tool, upper right-hand corner, and search on the word investments…)

5

Thank you! I can use that too.

1 Like