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How to exclude IRA account transactions from general spending.

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?

Best Answer


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    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.

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

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