Roth IRA Account Type

Unknown
Unknown Member
edited October 2018 in New to Quicken/Getting Started (Windows)
I'm running Quicken Deluxe 2019.  I am trying to add a Roth IRA acount. I've seen posts where others have a Roth IRA as an account type, but I do not.  I only have Brokerage, 401(k) or 403 (b), IRA or Keogh Plan and 529 Plan.
With the available options, how do I set up a Roth IRA account so it deals with the tax implications appropriately?
Also, is there a way to bring in the historical transactions? I have transactions between my checking account and Roth IRA that I would like to categorize as transfers between.
Thanks

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018

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

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited October 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Unknown
    Unknown Member
    edited October 2018
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited October 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Unknown
    Unknown Member
    edited October 2018
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