Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

How does value data get put into the Invest subcategories such as _401KWithdrawal

I do not understand how to record a non taxable 401k distribution so that it both gets into the checking account & also updates the Category of income I want to track (_401Kwithdrawal). Same issue with taxable IRA distributions

Best Answer

Answers

  • jr7107
    jr7107 SuperUser ✭✭✭✭
    I actually use _IntInc on a monthly basis in a number of accounts. I treat the underscore category like any other. Some of the transaction entry blocks (like investments) automatically default to it. I have used other underscore categories in the past without a problem.
    Quicken user since 1994.
    Quicken Forum/Community Contributor since 2005.
This discussion has been closed.