I have 2 SEP IRA's

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KC Crawford
KC Crawford Member ✭
edited July 2023 in Download, Add/Update Accounts (Windows)

I have 2 SEP IRA's. The first transaction register is just like my checking account. The second one is an investing portfolio and I am unable to add funds to that account. How do I change from the investing portfolio to a regular checkbook register to keep track of that account?

Best Answer

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Account List > Edit (for the account that does not have a transaction register) > General tab: Is Simple - Positions Only selected? If so, select Complete - Positions and Transactions then click on OK.

    Then go to the Account view. Does it now show the register you want to see?

    (Quicken Classic Premier Subscription: R55.26 on Windows 11)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Account List > Edit (for the account that does not have a transaction register) > General tab: Is Simple - Positions Only selected? If so, select Complete - Positions and Transactions then click on OK.

    Then go to the Account view. Does it now show the register you want to see?

    (Quicken Classic Premier Subscription: R55.26 on Windows 11)

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