How to setup Roth IRA and Roth 401(k) accounts?

SomeItalianGuy
SomeItalianGuy Quicken Windows Subscription Member ✭✭
edited December 27 in Investing (Windows)

I searched - honest I did.

Guidance on setting up Roth IRA and Roth 401(k) accounts would be very greatly appreciated.

After linking the accounts via Online Services, and then Edit Account Details, I do not see any options related to Roth configuration. What am I missing?

Quicken Classic Deluxe on Windows.

Tagged:

Comments

  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭

    For Roth IRA, the designation of the type of IRA was in like the very last manual account creation dialog. Have you tried creating the Roth IRA account manually first so you can specify it is a Roth IRA, then connecting the account for transaction downloading?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

Categories