How To Add a 401k / 403b Account in Quicken Deluxe, Premier, or Home & Business

Before you begin

For the greatest amount of historical performance data, start with a statement older than your most recent one. Then, update your Quicken 401(k) account with each subsequent statement after you complete this Setup. Each statement update takes about five minutes, so decide now how much historical data you want and how much data entry you are willing to do.

If you are not concerned about historical performance data, and you hold the account at a financial institution that is a Quicken partner, then the simplest way to add an account to Quicken is to use Express Online Setup. This option can automate your account setup by downloading account and transaction information for you.

  1. At the bottom of the Account Bar list, click Add Account.
  2. Select Investment/Retirement, then to the right it will display which type of account you would like to create.  Select the appropriate account.  Click Next.
  3. Follow the on-screen instructions.

When Quicken adds a 401(k)/403(b) account, it also creates a special tax impact account. This account tracks all the transactions associated with your retirement account that can have an affect on your taxes (for example, if you withdraw funds from your retirement account prematurely). Quicken uses this information in some tax reports and planning tools. The tax impact account does not appear in your Account List, but you can drill down to tax impact account transactions in tax reports. You should not edit or delete such transactions, or the account itself, in any way.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.