Security Detail doesn't graph Reinvestments for Roth Accounts

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited December 2024 in Investing (Windows)

I just noticed that the security detail window does not show reinvestment lines for Roth Accounts.

Is this correct behavior? Example: When the final lot is removed from acct 5922, reinvestment lines are no longer displayed in the graph even though there are reinvestments for the roth acct 1724

Deluxe R60.15, Windows 11 Pro

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That is very strange. My Roth holdings also are in other accounts, so my quick check was not helpful.

    If you cut the time frame to less than 5 years, does that change anything?

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I have reinvestments in a security held only in a Roth account and they appear on the Security Detail graph, so I don't think your issue is related to Roth accounts.

    I tried hiding the security and hiding the account but that did not make a difference.

    QWin Premier subscription
  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭

    The timeframe does not change the missing reinvestment lines.

    Deluxe R60.15, Windows 11 Pro

  • leishirsute
    leishirsute Quicken Windows Subscription Member ✭✭✭✭
    edited December 2024

    I agree. I have assets that are only in ROth and they show the reinvestments. The assets that are in both the traditional IRA and the Roth only show the traditional IRA reinvestments. Strange. Not a big deal. Just a curiosity. Also, the issue only seems to be for reinvestments, not for Bought and Sold lines.

    Deluxe R60.15, Windows 11 Pro