Use the 529 plan account type to track your education savings account. When you add a 529 plan to Quicken, Quicken automatically marks the account as tax-deferred.
If the brokerage where you manage your 529 plan is a Quicken partner, you can easily download the account information for your 529 plan.
- Click the Add Account icon on the top right of the About the Account Bar.
- Click 529 Plan.
- Follow the on-screen instructions.
Your other option is to add your 529 plan to Quicken with the basic procedure for adding an investment account.
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