Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.To convert a brokerage account to a single mutual fund account Doing so will more accurately identify the purpose of the account in Quicken, and assure that its tax-deferred status is represented correctly in Quicken reports and graphs. ![]() ![]() If you have been tracking your 401(k) or IRA in a Quicken brokerage account, you can easily convert it to a Quicken 401(k) or IRA account. To convert a brokerage account to a 401(k) or IRA account Quicken prompts you to back up your data file before the linked checking account is created. You can use the Account Details dialog to add a linked checking account for most types of existing investment accounts. To make changes to a loanįor changes to a loan, the recommended procedure is to edit the loan. Depending on how you set up the account in Quicken, it may be preferable to use the 401(k) Update wizard to make changes to an existing account.
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