401k Account Set Up If Not Tracking Investments / Shares

Paul Schwartz
Paul Schwartz Member ✭✭✭
edited May 2022 in Investing (Mac)
So if I don't track individual funds / investments for my 401k account, should I set up this account up as other than a 401K account in Quicken Mac 2018?  In Quicken 2007, I had my 401K set up an Asset account, but am not sure I could set it up a a 401K in Quicken 2018 as that account type seems to require tracking at a per fund / investment share level.

Comments

  • Paul Schwartz
    Paul Schwartz Member ✭✭✭
    edited February 2018
    Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.
  • Paul Schwartz
    Paul Schwartz Member ✭✭✭
    edited November 2017
    Paul Schwartz said:

    Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

    OK  Thanks!
  • Unknown
    Unknown Member
    edited December 2017
    Paul Schwartz said:

    Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

    Hey, RickO, what if the Category doesn't show up in the transaction line fields, just the Security/Payee and Description fields?
  • Unknown
    Unknown Member
    edited December 2017
    Paul Schwartz said:

    Rick, I’d like to have it show up under the retirement sidebar, so can you further explain “or you could do the same setting it up as a 401k”? I’d like to just have a placeholder for “total value”, but it seems that approach would require me keeping it as an asset. Can you explain how to just have a placeholder for total value setting it up as a 401k . . . or am I miss understanding your reply? Ssems like if I want it set up as a 401k I’d have to set up downloads.

    I'm a rookie. I was in the balances section, not the transactions section. I'm an old Q2007 guy. Thanks for getting back.
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