New Transaction Type

bethwr

I'd like to add a new transaction type for retirement accounts to distinguish between Roth and everything else.

Is there a way to add another category? Right now I have "Banking", "Investing", "Retirement", "Education", etc.

Thank you.

jacobs

It sounds like you're asking for new Account types, not new transaction types. In any case, no, there is no way to add new account types, nor to organize the accounts within a category differently. Since a Roth account is a retirement account, that's where Quicken Mac shows it.

The only thing you can control is the order of accounts under the Retirement heading, if you do some renaming of accounts. If you add a "Roth" prefix, you can at least have them appear together in the list of retirement accounts. So if it would help, you might do something like:

401k-Schwab
IRA Trad-Fidelity
IRA Inherited-Vanguard
IRA Roth-Vanguard (self)
IRA Roth-Vanguard (spouse)