Retirement Investment Accounts

jwarren441's Avatar

jwarren441

07 Aug, 2011 03:46 AM

When entering transactions into a Roth IRA retirement account, how do I keep dividends and LT and ST Cap Gains be added as income. It is not income per se, and I do not want to be be included in any reports showing as either income or a expense. I should be able to leave that blank but I cant figure out how to do that. Any help would be appreciated. Thanks

  1. 1 Posted by Noname on 07 Aug, 2011 11:05 AM

    Noname's Avatar

    You should properly classify them in your register but set the reports not to include these items. For instance, when you have the Income & Expense report open click the Edit button. In the resulting dialog go down to the box where you see "All Income" and "All Expense" checked. Look towards the far right above the box and you'll see "Show: By Individual." Click on the words "by individual" and a list of every category will appear in the box. Leave everything checked EXCEPT the items you do not want to show in the report. Just uncheck them. Then run the report. If you want to keep the report with these settings click the "Memorize" button.

  2. 2 Posted by jwarren441 on 08 Aug, 2011 01:35 AM

    jwarren441's Avatar

    Thank you so much for the quick reply. I didnt realize I could edit the reports like that. Thanks again

  3. 3 Posted by Angie Rauscher on 08 Aug, 2011 06:29 PM

    Angie Rauscher's Avatar

    Jwarren,

    I'm glad that helps, and you can find more information on getting the most out of reports in the Moneydance 2011 help documentation, which is located here.

    Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  4. Angie Rauscher closed this discussion on 08 Aug, 2011 06:29 PM.

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