How do I create a gain/loss report for my IRA & Roth accounts?

DON63
Member ✭✭
I want to periodically review my gains and losses in my self-directed IRA and Roth accounts to see how well I doing. I can get a report for my taxable accounts, but not retirement accounts. I am using Quicken 2018 for Mac.
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Comments
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Hi there Don, appreciate your question.
You can build a report for the Sell's, Buy's and Investment categories, but probably not what you are needing for the IRA/Roth.
Hope this information helps you.
Respectfully,
~ Quicken Harold.Quicken Harold
Community Moderator0 -
Right, that doesn't work for IRA and Roth accounts.0
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Hi Don,
That is correct. It does not work for IRA or Roth accounts unless they are Buy, Sell, or Payment/Transfer..
Apologies for the inconvenience.
~ Quicken Harold.Quicken Harold
Community Moderator0 -
Thanks Rick. The realized gain view will do the trick!0
This discussion has been closed.
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