nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Feature Request: Add the Windows "Update 401(k) Balance" Wizard to Quicken Classic for Mac

occasionalshopper

The Windows version allows users to quickly reconcile a manually maintained 401(k) account to a statement by updating holdings and balances without entering every individual transaction. This is especially useful for employer-sponsored retirement plans that aren't connected for downloads. Please add equivalent functionality to Quicken Classic for Mac.

Find more posts tagged with

Reviewed

Status: Reviewed

Comments

occasionalshopper

I recently migrated from Quicken Windows to Quicken Mac. My employer's 401(k) doesn't support transaction downloads, and I update it quarterly from statements. The Windows 401(k) Update Wizard made this process simple without requiring every transaction. I'd like the same workflow in Quicken Mac.