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How do I track my employer's 401(k) matching contribution if I haven't set up my paycheck?

Many companies contribute matching funds to their employees' 401(k) plans. If you've included your employer matching contributions in your Quicken paycheck setup, a special category has already been created to track these funds. If you've not yet set up your paycheck in Quicken, you can track these contributions separately from your own contributions in an investment or asset account.

If you're using an investment account to track your employer's contributions, do the following for each contribution:

  1. Open your 401(k) account.
  2. Enter your employer's contribution as an income transaction.
    • Tell me how
  3. Enter your employer's contribution as a Buy transaction.
    • Tell me how
  4. Enter your own contribution as a Buy transaction.
    • Tell me how

Notes

The easiest way to capture your employer's contribution to a 401(k) account is to set up a paycheck transaction in Quicken.

If you're using a 401(k) account, you'll capture your employer's matching funds during the update process, even if you haven't set up a paycheck transaction.

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