Quicken/Web & Quicken/Mac sidebars are grouping retirement accounts differently
mljacobs
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?
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