How to properly categorize Wealthfront Expenses?

Steve Lewis

Hi All,

I am a user of Quicken for Mac and use it with Wealthfront. I recently integrated online sync and one of the categories is miss categorized. The Type is Payment/Deposit Security/Payee is Check and the description/category is Lawn & Garden. I believe this is a monthly expense from Wealthfront but can't find an appropriate category to assign it to.

Any help is appreciated.

Steve

jacobs

Categories are entirely up to you, whether you use one of Quicken's defaults or create your own. I don't know what expense you have from Wealthfront -- service fees? There's one called Financial:Financial Advisor. Or create your own subcategory for Financial.