How do I add a 529 plan


Use the 529 plan account type to track your education savings account. When you add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred.

If the brokerage where you manage your 529 plan is a Quicken partner, you can easily download the account information for your 529 plan.

  1. At the bottom of the Account Bar, click Add an Account.
  2. Click 529 Plan.
  3. Follow the on-screen instructions. Click Help for more information.

Your other option is to add your 529 plan to Quicken with the basic procedure for adding an investment account.

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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.