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401k Account Set Up If Not Tracking Investments / Shares

Paul Schwartz

So if I don't track individual funds / investments for my 401k account, should I set up this account up as other than a 401K account in Quicken Mac 2018? In Quicken 2007, I had my 401K set up an Asset account, but am not sure I could set it up a a 401K in Quicken 2018 as that account type seems to require tracking at a per fund / investment share level.

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Paul Schwartz

Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

Paul Schwartz

Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

OK Thanks!

unknown

Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

Hey, RickO, what if the Category doesn't show up in the transaction line fields, just the Security/Payee and Description fields?

unknown

Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

I'm a rookie. I was in the balances section, not the transactions section. I'm an old Q2007 guy. Thanks for getting back.