Where can I see Roth conversions occurring in the Cash Flows?

The best place to see Roth conversions occurring is within the Accounts tab, by viewing the Net Cash Flows table. You will be able to see the converted dollars leaving the 401(k) / IRA account buckets, and entering the Roth IRA bucket in the years that conversions are occurring:

Conversions in Cash Flows > Summary

The only impact of Roth Conversions visible in the Summary page will be an increase in the tax payment column. Otherwise, Roth Conversions will not be visible as distributions or income within the Summary tab.

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