ROTH IRA accounts do not show as "RETIREMENT"

pwhelan81
pwhelan81 Member ✭✭
edited September 5 in Adding and Updating Accounts

I have 2 ROTH IRA accounts (one is my wifes and one is mine) at Merrill Lynch. They show up as brokerage accounts and do not therefore get summarized under "Retirement" If I go to the settings, accounts and find the accounts Simplifi shows the account type as "Brokerage" and only allows me to change to "Investment" There is no option to change to "IRA" or other retirement account designation. This article seems to imply that they should be under Retirement. https://support.simplifi.quicken.com/en/articles/6060379-what-account-types-are-supported-in-quicken-simplifi

Any ideas?

-Quicken Desktop 2005-2014
-Mint 2014-2023
-Simplifi in Jan 2024 (fleeing from Credit Kharma)
-Excel forever!!!

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Best Answer

  • pwhelan81
    pwhelan81 Member ✭✭
    Answer ✓

    Never MIND I am stupid. I now see that under "Investment" i can further designate as "ROTH IRA"

    -Quicken Desktop 2005-2014
    -Mint 2014-2023
    -Simplifi in Jan 2024 (fleeing from Credit Kharma)
    -Excel forever!!!

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