Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
529 Plan Portfolios
I am using Quicken for Windows 2017. I have added a 529 plan from the South Carolina Future Scholar program that does not offer the ability to download transactions into Quicken. So, I set up the 529 account in Quicken; however, the portfolios are identified by CUSIP instead of by ticker symbols. So, I created a security manually for each portfolio and then entered the prices manually. Is this the best way to set up the 529 account in Quicken? Is there any other way to update the prices for the portfolios rather than having to update them manually all the time?
This discussion has been closed.