How To Create a 529 Plan

Use the 529 plan account type to track your education savings account.

If the brokerage where you manage your 529 plan supports the Setup Tab, you can use it to download the initial account information for your 529 plan. The 529 plan will mostly likely be added to Quicken as a regular brokerage account, so be sure to mark the account in Quicken as tax-deferred.

Your other option is to manually add your 529 plan to Quicken with the basic procedure for adding an investment account. When you manually add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred for you.

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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.