Retirement Account Transaction Not Showing In Calendar

gary.tynes

I am starting to do QCDs from a retirement account by using checks on that account written to our church. I have set up a calendar entry for that transaction using the retirement account but it will not allow me to select the retirement account using the 'Select Calendar Accounts', that account is not listed. However, when I look at the 'Bill and Income Reminders' below the calendar or the 'Bills & Income' tab, it does show up. I would like it to show up on the regular calendar because I don't normally look at those other two options.

I am using Quicken Classic Deluxe, R64.23 Build 27.1.64.23. User since 1992.

Quicken Kristina

Hello @gary.tynes,

Thank you for letting us know you're encountering this issue. When I check my Quicken, I see that Investment accounts do not show up as options to select for calendar accounts. The only exception to this is if you have a linked cash account.

Depending on what kind of retirement account your account shows as in Quicken, you may be able to use a linked cash account to bypass the issue. To see if that is an option for your account type, navigate to Tools>Account List and click the Edit button next to the account. On the General tab, if the option exists for your account type, you should see it near the upper left.

I hope this helps!