Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Investing (Windows)
IRR after quarterly withdrawal from account
unknown
Running Quicken 2016. I've got a deferred comp account with Vanguard. Taking quarterly withdrawals over five years. After the first withdrawal, Quicken is reporting a negative IRR on the account. Looks like Quicken is reducing the value of the account (due to quarterly withdrawal) like the market went down. How do I get this reported accurately?
Find more posts tagged with
Comments
q_lurker
More info needed.
Where are you getting this IRR value -- portfolio view or Avg Ann Return report?
For what period of time?
What about for other time periods?
Do the Beginning Mkt Value and Ending Mkt Value appear correct?
Are there other transactions besides the withdrawal?
Are there multiple securities?
How was the withdrawal processed - sale of security and cash out as separate transactions?
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
