How do you set up an annuity in Quicken?

JimDB
JimDB Quicken Windows Other Member
edited 9:39AM in Download, Add/Update Accounts (Windows)

I have a single premium deferred annuity that I would like to set up in Quicken. Should that be set up as a banking account or an investment account?

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Answers

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @JimDB,

    I have found a support article that discusses how to set up Annuities within Quicken. You can follow this link to access that FAQ.

    I hope this helps!

    -Quicken Jasmine

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