Planning Tab - Monthly (non-RMDs!) Withdrawals from Invesment Acct., Reg. IRA and ROTH IRA

Quicken Windows Subscription Member ✭✭
edited February 2024 in Budgeting and Planning Tools (Windows)

My only income each month is my Social Security and a Small Pension. I list those as income in the planning tab. How do I CORRECTLY enter a monthly draw (Non-RMD) from 3 Schwab Accts. (i.e. Investment Acct., Reg. IRA, and ROTH IRA). I had been placing these under income but they are internal transfers of course that I live off of.

Tagged:

Best Answer

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In the Planning/Budgets area click "Budget Actions", select "Transfers in", select FROM (Name of Account). Then fill in the planned amounts for each month.

  • Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thank you!!!

This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories