Dashboard view of Retirement does not include ROTH account

kove

In Quicken for Window 11, under the INVESTING tab→Dashboard, you can select/group account to view. There's a choice to select "Retirement only". But doing so DOES NOT group all the retirement account. Example: Got 401K, IRA, ROTH. it only pick 401K and IRA. ROTH is exclude. You'd have to chose "Custom" and manually check all 3 accounts instead.

Anyone else know about this? Is there something special need to be set on ROTH? The account setting for ROTH is pretty much the same as the IRA and 401K, "tax deferred:yes"

Sceptic

@kove the reason why your Roth IRA is not included in Retirement account is because the account is not coded as a retirement account. In your screen shot you shared, your Roth IRA's account type is Brokerage.

For a Roth IRA the account type should show Roth IRA. To do this, you would need to convert the brokerage account to an IRA account type.