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

DON63
DON63 Member ✭✭
edited April 2018 in Investing (Mac)
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.

Comments

  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited April 2018
    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 Moderator
  • DON63
    DON63 Member ✭✭
    edited February 2018
    Right, that doesn't work for IRA and Roth accounts.
  • Quicken Harold
    Quicken Harold Alumni ✭✭✭✭
    edited April 2018
    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 Moderator
  • RickO
    RickO SuperUser, Mac Beta Beta
    edited February 2018
    DON,

    Have you looked at the Portfolio View > Realized Gain view?

    image

    If that doesn't do it for you, here's one trick... edit the account settings for the IRA and temporarily change it to a Brokerage type account. It will then show up in the Tax Schedule report. It is probably best if you do this in a copy of your data file, then trash the copy when you're done with your analysis.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • DON63
    DON63 Member ✭✭
    edited February 2018
    Thanks Rick. The realized gain view will do the trick!
This discussion has been closed.