Updating 401(k) holdings
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.)
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1 Posted by Tom Freeman on Apr 06, 2016 @ 08:21 PM
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
System closed this discussion on Jul 06, 2016 @ 08:30 PM.