Hello, I have an automatic deduction from a checking account that goes into my Vanguard Roth IRA once per month. At that point, the IRA automatically purchases shares from the appropriate fund(s), and the transactions (deduction, transfer to IRA, purchase of new shares) show up in Tiller (for a tot…

How to Categorize and Group Roth IRA Transactions

dkmatch957 October 7, 2020, 8:53pm 3

Hello Brad,

This is very helpful. I will put these suggestions to immediate use. Thanks so much!

2 Likes

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