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Money treats retirement accounts differently from other kinds of investment accounts.
If you use online updates to track your retirement accounts, your bank or brokerage will usually tell Money whether an account is a retirement account. If you update your investment accounts manually, you can indicate whether an account is a retirement account when you first set it up in Money. To change whether an account is designated as a retirement account, use the account's Change account settings page.
After an account is designated as a retirement account, the Tax Estimator will correctly track its investments. Income from interest, capital gains, or other sources in tax-deferred retirement accounts (such as IRA , Keogh, and SEP-IRA accounts) will not be included in the Tax Estimator and tax reports.
