How do I add an IRA savings account to my wife's IRA account?

JJSchell
JJSchell Quicken Windows Subscription Member
edited July 16 in Download, Add/Update Accounts (Windows)

I am using Quicken Deluxe for windows

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are you running QWin on a Mac, via an emulator of some sort? You posted in a Mac forum.

    And, at the financial institution, is the Savings account actually WITHIN the IRA … or a separate retirement account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • JJSchell
    JJSchell Quicken Windows Subscription Member

    I'm sorry — new to Quicken. I didn't realize I was on the Mac forum. I am using Quicken Deluxe for Windows on a PC. It is within the IRA at a Credit Union as a savings account along with 2 CD's

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Well, in Q you can't have an account within another account (or "sub-account" as they're sometimes called).

    So I'd be inclined to set up another IRA type account for this savings account.

    The CDs can be recorded as Investments within the IRA, or perhaps you could do the same with the Savings.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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