How do I see a summary of my 401(k) information


If your employer previously didn't contribute to your 401(k) but now does, edit your account to reflect this change. Choose Tools menu > Account List, and then click the Edit button next to the account.


The Market Value Allocation graph shown in the 401(k) view in previous versions of Quicken has been replaced by the Allocation by Security graph on the Performance (Quicken Premier, Home & Business, and Rental Property only) & Allocations views of the Investing tab.

 

  1. In the Account Bar, select the account you want to use.
  2. Click Account Actions icon, and then choose Account Overview. The 401(k) Account Overview page provides an overview of the holdings and value of an individual 401(k) account as of a certain date.
  3. Click Account Actions icon, and then choose Investing Activity. The 401(k) Investing Activity page provides an overview of the deposits, withdrawals, and total gain or loss of an individual 401(k) account as of a certain date.

     

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