How do I record maintenance fees if you don't use the 401(k) Update wizard


If you use the 401(k) Update wizard, maintenance fees are accounted for during the update process. Otherwise, tracking 401(k) maintenance fees is a simple matter of entering these transactions in your 401(k) account transaction list.

  1. Open your 401(k) account.
  2. Sell enough shares to cover the maintenance fees.

Notes

If you set up a Quicken 401(k) account and your financial institution does not support online account services, the 401(k) Update wizard is the easiest way to track the performance of your various funds and account for related transactions, including maintenance fees.

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