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How do I add a 529 plan?

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.

  1. Click the Add Account icon on the top right of the About the Account Bar.
  2. Click 529 Plan.
  3. 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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