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

Daryl M.
Daryl M. 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.

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  • Tom Young
    Tom Young 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.

  • Daryl M.
    Daryl M. Quicken Windows Subscription Member ✭✭
    Answer ✓

    Thank you!!!

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