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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.

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  1. Click the Add Account icon on the top right of the Customize 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.