I have several pensions and a couple of child investment funds. I'm in the UK, so it's unlikely any of these things are going to be automatically downloadable (and I'd need a fake US address to register anyway, somthing that's possible but I don't really want to do).
Not sure how pensions work in the US, but here you get an amount deducted from your salary each month. This goes to purchase units in a unit trust, but you don't really know how many unless you obsessivey track every month by logging on and looking. More typically you would get a year-end statement, it will tell you how many units you have at that moment in time and the value of each unit.
How would I track this properly in Quicken? At the moment I'm just using a savings account, recording the monthly payments as deposits into that account and then at the end of year putting in a balance adjutment under the category "Pension Revaluation". There must be a better way of doing it than this - any ideas?
Cheers, Ian