Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO
Investment Account Sale Proceeds Categorization
I am trying to see if anyone has been able to categorize the proceeds from sale of investment. For example, I am tracking my 529 account, but when I go to take funds out to pay for tuition (which I send directly to school vs. putting in my account first then paying), I am not able to classify the sale/removal value of shares to any category. Am I missing something or has someone found a workaround to include this cost in a category such that it will be included in a budget. Thanks in advance!
This discussion has been closed.