My 529 plan recently moved all shares from the "Moderate Growth" to the "Conservative Growth" sub-fund, resulting in a different number of shares and a different average price.
How would I reflect this in Quicken 2007 Premier?
Gwen
My 529 plan recently moved all shares from the "Moderate Growth" to the "Conservative Growth" sub-fund, resulting in a different number of shares and a different average price.
How would I reflect this in Quicken 2007 Premier?
Gwen
If I sell and then buy new shares in a "mutual fund account" (which is how I track my 529 plan), won't that result in quicken thinking I owe taxes?
Gwen
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.