Just a caution about taking IRA, but NOT ROTH IRA, income and having valid reports.
My file includes a checking account and separate IRA investments using TR Price and others. I required cash and decided to use the IRA as the source. For tax purposes an IRA withdrawal is taxable but since I held both in the same Quicken file it was treated as a transfer and was NOT included in reports as income.
To have it included as income I sold shares from the TR Price IRA account and transferred the cash into a TR Price Transfer account and then withdrew from there and deposited into checking as a category "Income, IRA". All reports must be customized to NOT include TR Price Transfer account and then the IRA income is included properly.