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How do i assign an income / expense category to an investment transaction?
On occasion, it would be useful to assign an income category to a transaction in an investment account -- example: if one got a monetary gift that they deposited directly to an investment account. There does not appear to be a direct way to do this in Quicken. I have set up an "income log" that I use as a "clearing" account. I enter the gift and categorize it as such and then create an offsetting entry to transfer said gift to the investment account. The clearing account is now zero, but I can't figure out whether there is double counting when I generate reports, especially if I show internal transfers. Is there an easier and less obtuse way to do this?
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