529 account changing to a brokerage

System
System Member admin
edited April 2022 in Download, Add/Update Accounts (Mac)
This discussion was created from comments split from: How can I add an account category or grouping to the sidebar?.

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  • mrslaurabelle42
    mrslaurabelle42 Quicken Mac Subscription Unconfirmed, Member
    I was having issues with this as well. If you add the account through the + button and connect directly through your financial institution, it won't categorize the account as Education (even if you have selected 529 in the dropdown). It switches it to a generic "brokerage" account. However, if you setup an empty account and say you'll manually enter transactions (make sure to select 529 here), then you go and connect it via settings, it works. Just make sure to select 529 again when you link it.
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