How can i simplify Accounts?
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jwoodburn1
Member ✭
I am just doing accounting for my family and would love to know how to simplify how several of these accounts are set up in Quicken for Windows. I just want to track cash value over time, not track a bunch of other account details that I can look up online. this includes 401k, 529, IRA, 401a, and 457b. My older accounts have a very simple register like a checking account, and the newer ones are way too complicated for me. I would love to be able to "update cash balance" on all of these without tracking share balance etc. Any suggestions would be great!
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Answers
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See the Simple Investing option described here
to enable it for those accounts under Account Details
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