529 update Balances

jackveal9776
jackveal9776 Member ✭✭
in Download, Add/Update Accounts (Windows)

How to correctly put increase in value of plan end of year

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What type of account, in Q, do you have for that 529? Do TOOLS, Account List and click EDIT adjacent to the account name , then look at "Account Type" for this info.

    Also, are you showing Cash, or Securities, or what in the account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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