Roth account capabilities

MEckman Member ✭✭
edited July 2021 in Investments (Windows)
Quicken needs to have better capabilities to reflect and report on Roth account transactions. There is no Roth 401(k) or Roth 403(b) account type. Distinctions aren't obviously made between Roth contributions and non-Roth, after-tax contributions. I also don't recall a good way to report on Roth conversions.
4 votes

New · Last Updated