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Are Add/Remove the correct transaction types used when rebalancing a 401k account?

Unknown Member
edited December 2018 in Investing (Windows)

I rebalance my 401k portfolio manually using the Add/Remove transactions. Is this the correct method to do this or should I be using Buy/Sell transactions, even though there is no charges or change in the cash balance with these transactions.


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited March 2017
    You can use whatever works best for you.

    Personally, I prefer to use Buy and Sell transactions as that more accurately reflects what is actually taking place.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
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