How do I update 401(k) transactions directly from my financial institution


If you set up a Quicken 401(k) account and your financial institution provides online account services through Quicken, this is the easiest way to get transaction-level performance detail on a 401(k) account.

Otherwise, you'll need to manually enter 401(k) transactions in the investment transaction list.

Notes

The first time you download transactions from your financial institution into a 401(k) account, Quicken uses special 401(k) placeholder entries to earmark employer and employee contributions. You don't need to edit these placeholders.

You can confirm newly downloaded transactions before you add them to your transaction list. To learn more, see Tell me about updating investment account statements.

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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.