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. 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.
- Choose Tools menu > Account List.
- Click the Edit button next to the brokerage account that you want to convert.
- If necessary, in the Account Details dialog change Tax Deferred Status to Yes, and Show cash in a checking account to No.
- Click the Convert to a 401(k) or IRA button.
Note: This button displays in the Account Details dialog only for brokerage accounts with the settings described in step 3, above.