Updating 401(k) holdings

davidsclove's Avatar


01 Apr, 2016 12:21 PM

Is there an easy way to update 401(k) holdings periodically when I receive new statements? (I used to use Quicken and they have a very easy way to do this. You enter the current data, and the program creates the proper adjusting transactions.)

  1. 1 Posted by Tom Freeman on 06 Apr, 2016 08:21 PM

    Tom Freeman's Avatar

    If you have new contributions you would just enter those transactions based on your statement.

    If you have dividends or reinvested capital gains, you would make divreinv transactions for those.

    If you are just updating the current prices for your holdings, then i would suggest downloading the security price entry extensions by going to extension > manage extesnion. Scroll down until you get to security price entry the click install. To access the extesnion go to extensions > security price entry.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 06 Jul, 2016 08:30 PM.

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