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Track 401k with traditional and roth contributions

unknown

How do I track a 401k that has both traditional and roth contributions?

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Quicken Harold

Hello dreyfusgreg, appreciate your question.

Which version of Quicken are you using? Is it for PC or Mac?

Please let us know so that we can best help you.

Respectfully,
~ Quicken Harold.

unknown

I'm using Quicken 2018 Windows Home, Business, & Rental Property

K.O. (Win-Premier)

While they look as if they are 1 account w/ your employer they are most likely 2 separate internal accounts but presented as 1 to you. I had this situation some time ago and I set up 2 separate accounts in Quicken to track them separately. It wasn't a problem because my paycheck advice separated out roth vs. regular contributions as well as matching contributions were separated and then all purchases/sales were separated as well.

unknown

While they look as if they are 1 account w/ your employer they are most likely 2 separate internal accounts but presented as 1 to you. I had this situation some time ago and I set up 2 separate accounts in Quicken to track them separately. It wasn't a problem because my paycheck advice separated out roth vs. regular contributions as well as matching contributions were separated and then all purchases/sales were separated as well.

That's a great suggestion, thank you!