Update 401k Holdings

tg725 Quicken Mac Subscription Member

January 14 edited January 14 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.

Tagged:

• Investments
• Quicken Mac

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2 votes

Reviewed · Last Updated January 14

Comments

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  jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

  January 14

  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

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  Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

  January 14 edited January 14

  @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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