Allocate Team Allocate 101

How do I track my 401k contributions?

Go to Savings → Add Entry → select "401k" as the type. Set your contribution as a percentage of gross income or a fixed dollar amount, enter your gross salary and pay frequency (biweekly, semi-monthly, etc.), and the app calculates your per-paycheck amount. Turn on "Auto-recurring" and it logs each contribution automatically. Your savings rate updates to include your 401k. You can also add ESPP, IRA, and Roth 401k the same way.
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