Skip to main content
assistive.skiplink.to.breadcrumbs
assistive.skiplink.to.header.menu
assistive.skiplink.to.action.menu
assistive.skiplink.to.quick.search
Log in
Spaces
Global Search
Quicken Support
Quicken Community
Hit enter to search
Help
Online Help
Keyboard Shortcuts
Feed Builder
What’s new
Available Gadgets
About Confluence
Log in
Quicken Windows Help
Space shortcuts
Mac
Mobile
Web
Search
Page tree
Browse pages
Configure
Space tools
A
t
tachments (0)
Page History
Page Information
Resolved comments
View in Hierarchy
View Source
Export to PDF
Export to HTML
Export to Word
Pages
Quicken Windows Help
Investing
Jira links
How do I add special investment account types?
Created by
John Hewitt
, last modified on
Aug 17, 2022
Add special investment account types
Decide how to track a 401(k)/403(b) account
Add a 401(k)/403(b) account
Mark an account as tax deferred
Add an IRA-type account (traditional IRA, Roth IRA, Education IRA, SEP-IRA, SIMPLE, or Keogh plan)
Add a single mutual fund investment account
Add an account to track employee stock purchase plan (ESPP) shares
Add an employee stock option grant (ESOG)
special
investments
Overview
Content Tools
{"serverDuration": 79, "requestCorrelationId": "c62d50a8d20e4de2"}