401k Downloaded Transactions and Paycheck Transfers
wedens01
Member
I download transactions from my 401k. I also use the paycheck option in the Tax Planner. The Paycheck will transfer my (and employers) contributions into the 401k account.
Can I not match my contribution to the downloaded transaction? The option (on red pencil) is not available. The paycheck needs a category for the 401k transfer. Am I just doing the attempt to match incorrectly?
TDLR; I want to match my paycheck 401k transfers to my downloaded 401k transactions.
Can I not match my contribution to the downloaded transaction? The option (on red pencil) is not available. The paycheck needs a category for the 401k transfer. Am I just doing the attempt to match incorrectly?
TDLR; I want to match my paycheck 401k transfers to my downloaded 401k transactions.
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Best Answer
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wedens01 said:Signature:
This is my website: http://www.quicknperlwiz.com/0
Answers
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I am using Quicken Premier 2020, if that helps.0
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Apparently this is the only option.
https://community.quicken.com/discussion/7878169/paycheck-wizard-allow-for-401k-contributions-to-be-categorized-instead-of-transferred-to-401k-acct0 -
wedens01 said:Signature:
This is my website: http://www.quicknperlwiz.com/0 -
I cannot follow this link, I get a permission problem error. Can someone post the solution here as my contribution are being added via downloaded transactions and by my scheduled paycheck's 401k value.https://community.quicken.com/discussion/7878169/paycheck-wizard-allow-for-401k-contributions-to-be-categorized-instead-of-transferred-to-401k-acct
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-Quicken Jasmine
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