Update only when you receive a new statement from the 401(k) plan provider. You don't need to update your Quicken 401(k) account every time you make a contribution from your paycheck. Use the 401(k) Update wizard whenever you receive a statement from your 401(k) financial institution (typically once per quarter). Another advantage of this method is that the wizard is designed to let you track performance of your funds, even if your financial institution's statements don't provide transaction-level details (that is, if the statement does not provide buy/sell information on individual securities).
You might also use the wizard if you're not interested in short-term fluctuations of account performance and balances, and if you want to update your account information only when you receive quarterly statements. If you set up a Quicken 401(k) account and your financial institution does not support online account services, the 401(k) Update wizard is the easiest way to track the performance of your various funds.
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