Tell me about entering updates to a 401(k)/403(b) account
After you've created your 401(k) account, there are several ways to keep it up to date, depending on the kind of Quicken account you've set up.
Depending on your situation, you may also need to handle 401(k)-related events and charges such as rollovers and 401(k) matching.
What can I do to update a 401(k)/403(b) account?
Use the 401(k) Update wizard
Update 401(k) transactions directly from my financial institution
Manually enter 401(k) transactions
See a summary of my 401(k) information
Roll over a 401(k) account
Add a new security to your 401(k) portfolio
Record a transfer of funds
Record maintenance fees if you don't use the 401(k) Update wizard
Track my employer's 401(k) matching contribution if I haven't set up my paycheck
Enter 401(k) catch-up contributions
Record a 401(k) distribution
Convert a brokerage account to a 401(k) or IRA account
What if something goes wrong?