How can i simplify Accounts?

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!


This discussion has been closed.