Is there a report that shows investments by cash source for my 401k account?

Dave1522

I manually enter my 401k purchases and diligently identify a cash source (Employee Pretax Contribution, Employer Match, Employee After Tax Contribution, Employer Profit Sharing Contribution) and was wondering if there is a report or screen that outputs information sorted by these buckets? Thanks

Jim_Harman

Unfortunately there is no such report in Quicken. 

If you download transactions and your 401k provider supports it, you should be able to view the balances by cash source in the Online Center. Otherwise you will have to get this information from the provider's web site or your statements. 

Jim_Harman

Unfortunately there is no such report in Quicken. 

If you download transactions and your 401k provider supports it, you should be able to view the balances by cash source in the Online Center. Otherwise you will have to get this information from the provider's web site or your statements.