Calendar Year Entries
When I enter savings account and 401k amounts, I enter the data as of the beginning of the calendar year (for example, January 1, 2017) and then do not change those entries until January of the following year. My thinking is that ESPlanner calculates expected full year contributions and returns and shows asset amounts at the end of the calendar year in the reports. However, it seems like I should update my asset amounts a few times a year and recalculate. Doesn’t ESPlanner assume those entries are as of the beginning of the calendar year and therefore the assets reported for the end of calendar year will be incorrect? I must be missing something obvious. How do others handle entering data on assets in the middle of a calendar year?