401(k) fees

Unknown
Unknown Member
edited January 2019 in Investing (Windows)

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  • Quicken Harold
    Quicken Harold Quicken Windows Subscription Alumni ✭✭✭✭
    edited January 2019
    Hello Brian. Appreciate your question.

    Which version of Quicken are you using? Is it for PC or Mac: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...

    Thank you in advance.

    Respectfully,
    ~ Quicken Harold.
    Quicken Harold
    Community Moderator
  • Unknown
    Unknown Member
    edited January 2019
    2019 R14.27 for PC
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2019
    In my 401k, the fees are paid by selling a small amount of each security. This produces just enough cash in the account to cover the fee. I then enter a MiscExp transaction to remove the cash.



    I have not used the Wizard in a long time but IIRC it uses Add and Remove transactions to adjust the share and cash balances to match your statement. This would have pretty much the same effect as entering all the actual Buys and Sells.
    QWin Premier subscription
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