QWin 2017 Premier: Linking account feature removed?

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
In an earlier version of Quicken I was able to create a IRA investment with a linked checking account.  However I am unable to do it in Quicken 2017 Premiere with a new IRA investment I am trying to add.  According to the help feature and in quicken.com's website, there is no "Show cash in a checking account" option to select.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    I don't believe that the feature has EVER been available in Retirement type accounts.  Taxable accounts only.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited June 2017
    NotACPA - QW HBRP 2019 said:

    I don't believe that the feature has EVER been available in Retirement type accounts.  Taxable accounts only.

    William

    Did you convert from MS Money sometime in the past?
    From reading other posts on this topic, my understanding is that MSM used linked cash accounts for all investment accounts (including retirement accounts) - and that this configuration carried over on converting to QWin.
    As indicated by NotACPA, creating linked cash accounts for investment/retirement accounts is not a feature of QWin.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

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