NetworthIQ should allow you to break down each asset group into multiple accounts. So you can track IRA/401k/Roth separately, but they all go into the Retirement asset group

3 people agree


  • Matt Nikkel

  • Ryan W

  • David Anderson

  • Entries


    Should do this

    Exactly. Thanks for the suggestion. This is the same thing as my “Add account level tracking” suggestion, but I’ll leave this hear because this is more obvious what the suggestion is.



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    First suggested by David Anderson.

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