How to recategorize investment activities in mass?

AC

I have a Municipal Bond Managed account that automatically categorizes interest earned transactions as '_IntInc' when I download. I would like to categorize these as '_IntIncTaxFree' to segregate from taxable interest but the category drop down is greyed out and not functional. The Find and Replace tool does not allow this for Investment transactions. Not sure how to enter a new transaction with this category either if I select 'Inc - Income (Div, Int, etc.)' from the dropdown at the top of the input screen next to 'Enter Transaction:'.

jr7107

Try editing the Security Details to "Tax Free" and then check the behavior. After a backup of course.

UKR

If the security itself is marked as Tax free, I don't think you have to do anything.

In the Tax Schedule and similar reports, the _IntInc received for this security should show in the tax free tax line item.

I don't think you can (or even should try to) change the built-in categories of investment transactions.

Jim_Harman

With the Tax Free box checked in the Security Details, Quicken will automatically categorize dividend or interest income as _IntIncTaxFree or _DivIncTaxFree in the Investing Income report.

It is also automatically broken out as tax free in the Income and Expense by Category report if you include the investing account in the report.

It is not broken out as tax free in the Investing Activity report.

It is excluded from the Schedule B and Tax Schedule reports as it should be.

It is broken out in the Tax Summary report.

Hopefully one of these reports will meet your needs.

jr7107

Try editing the Security Details to "Tax Free" and then check the behavior. After a backup of course.

UKR

If the security itself is marked as Tax free, I don't think you have to do anything.

In the Tax Schedule and similar reports, the _IntInc received for this security should show in the tax free tax line item.

I don't think you can (or even should try to) change the built-in categories of investment transactions.

Jim_Harman

With the Tax Free box checked in the Security Details, Quicken will automatically categorize dividend or interest income as _IntIncTaxFree or _DivIncTaxFree in the Investing Income report.

It is also automatically broken out as tax free in the Income and Expense by Category report if you include the investing account in the report.

It is not broken out as tax free in the Investing Activity report.

It is excluded from the Schedule B and Tax Schedule reports as it should be.

It is broken out in the Tax Summary report.

Hopefully one of these reports will meet your needs.

AC

Thank you for the responses. I confirmed that the Tax Free Box is checked in the Security Details. The Category remains as '_IntInc' however in the Investment Income Report under INCOME it does show a line for tax free interest income and when I double click the '_IntIncTaxFree' line in the report, my tax free interest transactions are shown, although it still shows the category as '_IntInc' for each of the transactions. It would be nice if Quicken would display a different category for this.