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Quicken Classic for Windows
Investing (Windows)
How does value data get put into the Invest subcategories such as _401KWithdrawal
edhamlin79
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
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Accepted answers
Jim_Harman
Generally the categories that begin with underscores are assigned automatically by Quicken and you should not be using them directly.
Please see this FAQ
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira
and post back if you have further questions.
All comments
Jim_Harman
Generally the categories that begin with underscores are assigned automatically by Quicken and you should not be using them directly.
Please see this FAQ
https://community.quicken.com/discussion/7072150/faq-best-way-to-handle-distributions-from-ira
and post back if you have further questions.
jr7107
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.
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