Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
How to exclude IRA account transactions from general spending.
MikeMorr
Quicken is listing every detailed transaction within my IRA account in the spending summary, but I am only interested in tracking distributions from or contributions to that account. While I might want to track those detailed transactions in the Investing tab, I don't want it included in general spending. How can this be excluded?
Find more posts tagged with
Investments
Accepted answers
NotACPA
Simply customize the spending report to exclude the IRA account.
All comments
NotACPA
Simply customize the spending report to exclude the IRA account.
mshiggins
From C. D. Bales:
What Quicken Year, Edition and Release are you using? Example: Q2019 Deluxe R18.16. See Help > About Quicken.
What is "general spending"? Or "the spending summary"?
If you're referring to the Spending tab, customize the display to include only the accounts of interest, using the dropdown near the top of the
display.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
