Clint, I don't see any other replies, so...
Our family has four Roth accounts-- one each for an IRA and an employer retirement plan. I track all the contributions and earnings for those accounts* (we haven't yet taken distributions **). That way, I can see generally what our retirement savings look like. Tracking actual daily value for these accounts is, frankly, more trouble than it's worth. Our retirement plans mask the investment details, and only provide generalized data, which makes tracking difficult. So, I mostly check that the share balances are correct from year to year. This gives me a broad sense of our progress toward the long term goals. HTH, David T. * - Contributions are handled as standard transactions between asset accounts, while earnings are tracked in separate income accounts for tax tracking purposes. ** - IANAA, but I understand that when distributions are made, extra entries must be made in GnuCash to allow you to track the distribution as income for IRS tracking. On June 3, 2026 9:22:21 PM GMT+05:30, Clint Chaplin <[email protected]> wrote: >For those of you using GnuCash and having Roth accounts, do you use GnuCash >to keep track of contributions vs. rollover/conversions vs. earnings, and >if so, how? > >-- >Clint (JOATMON) Chaplin >_______________________________________________ >gnucash-user mailing list >[email protected] >To update your subscription preferences or to unsubscribe: >https://lists.gnucash.org/mailman/listinfo/gnucash-user >----- >Please remember to CC this list on all your replies. >You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
