My wife and I both have Upromise accounts that are linked to educational 401k accounts for our kids. We rolled over an EIRA to one of the Upromise college funds. Whenever we make certain purchases or use certain cards, a portion is put aside to be transfered to these accounts. Quarterly, that "savings" is transfered into the Upromise college funds.
Question: How does one do the transactions for these contributions?
All I really want to do is make not in Quicken of the new cash balance of the funds since I cannot really tracker them without a ticker symbol.
Thanks in advance!
PC