401k performance after multiple rollovers

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Dustylungs
Dustylungs Quicken Windows Subscription Member
in Investing (Windows)

I've been using Quicken since I started working in the late 90's. I've had many different employers over the years and always contributed to the company-at-the-time 401k. I always rolled over my 401k from my previous employer to my current employer.

I'd like to track the basic performance of the overall investment in my "401k" across the various rollovers. In other words, how much money have I put into the various 401k accounts, how much money have I withdrawn (only been the occasional 401k loan), and what is the current value. Is there a way to do this easily in Quicken?

I'm running Quicken Classic Premier version R63.21 on Windows 11

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 20

    Depending on how you have entered the transactions over the years, it may or may not be easy.

    You could try the report at Reports > Investing > Investing Activity. Set the date range to Include all dates. Click on the gear to customize and select just the 401(k) accounts.

    For performance, try the Investment Performance report with the same settings.

    QWin Premier subscription

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