Why do mutual funds that belong to a retirement account appear as separate accounts?

heydonnieray
heydonnieray Member ✭✭
edited May 2022 in Investing (Mac)
I have a traditional IRA and a Roth. The mutual funds appear as separate accounts instead of being a part of the two different IRAs.

Comments

  • heydonnieray
    heydonnieray Member ✭✭
    edited December 2017
    RickO said:

    What version of Quicken Mac are you using?

    Version 5.3.2 (Build 53.20776.100)
  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited December 2017
    RickO said:

    What version of Quicken Mac are you using?

    Single mutual fund accounts: some brokerage houses will annoyingly do this. The version of 2018 you are using is supposed to handle SMF accounts differently, so you don't see this. Supposedly there is a preference somewhere to handle this, but I can't tell you where it as I don't have any SMF accounts. 

    Perhaps Rick has some SMF accounts and can tell you how to group them together.
  • heydonnieray
    heydonnieray Member ✭✭
    edited December 2017
    RickO said:

    What version of Quicken Mac are you using?

    American Funds
This discussion has been closed.

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