Update 401k Holdings

tg725
tg725 Quicken Mac Subscription Member
edited January 2025 in Investments

Please add an "update 401k holdings" widget like what is present in Quicken for Windows. I just switched to the Mac version and I really miss this because I don't have transaction download for my 401k.

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    For those of us who only use Quicken Mac, what does "update 401k holdings" do in Quicken Windows?

    Quicken Mac Subscription • Quicken user since 1993
  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited January 2025

    @jacobs I assume they're talking about this "Update wizard":

    https://info.quicken.com/win/how-do-i-use-the-401-k-update-wizard

    I could have used something like this back when I was still working - I wasn't able to download updates for my 401K & had to do all the adjustments by hand each quarter.

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