Investments as Top Level Categories?

Question

When I run a report, I would like to see "Investment" as a top level category, and Interest, Dividends, etc., as sub categories. That is how they appear in the category list and it is how every other category works in the reports. This would enable me to roll up all investment related items to the summary level, like the other categories. Is this a bug or a "feature"?

jacobs · Accepted Answer

Actually, don't use the Category Summary report, as it is an older report that has some known bugs with it. Instead, use Create Transaction Report or Create Summary Report. Then select the account(s) you wish to be included in the report, and select just the categories related to investments, if you wish to limit it to such.