Quicken/Web & Quicken/Mac sidebars are grouping retirement accounts differently
mljacobs
Quicken Mac Subscription Member ✭✭
I have 4 retirement accounts, 2 Traditional IRAs and 2 Roth IRAs. My Quicken/Mac sidebar displays all four retirement accounts grouped together under 'Investing>Retirement'.
When I login to Quicken/Web the the sidebar displays the Traditional IRAs under 'Investing>Retirement' (which is what I would expect) BUT, the two Roth IRAs are displayed under 'Investing>Other Investments'.
All 4 retirement accounts are downloaded using 'Direct Connect' and 'detailed positions & transactions'. I've reset cloud syncing on Quicken/Mac numerous time and selected/deselected the investment accounts to be displayed on Quicken Mobile & Web with no change in the way the accounts are displayed.
Am I doing something incorrectly or is this the expected behavior of Quicken/web?
When I login to Quicken/Web the the sidebar displays the Traditional IRAs under 'Investing>Retirement' (which is what I would expect) BUT, the two Roth IRAs are displayed under 'Investing>Other Investments'.
All 4 retirement accounts are downloaded using 'Direct Connect' and 'detailed positions & transactions'. I've reset cloud syncing on Quicken/Mac numerous time and selected/deselected the investment accounts to be displayed on Quicken Mobile & Web with no change in the way the accounts are displayed.
Am I doing something incorrectly or is this the expected behavior of Quicken/web?
0
This discussion has been closed.
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 223 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 701 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 813 Quicken on the Web
- 111 Quicken LifeHub