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Category entry not available for investment transactions

Laurel Burkhardt

Using Quicken Premier for Windows, version R24.11
The software does show the categorization field for any of my brokerage, IRA, or 401k accounts. How do I get this to appear? Help says it will appear based on transaction type. I have numerous transactions coded as "Reinvesting Dividend", "Bought", "Sold", etc. Help!

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Comments

q_lurker

A category field in an investment account is only applicable for certain transactions - MiscInc, MiscExp, Checks written and maybe one or two more. For other transactions (Buys, Sells, ReinvDiv, etc.), the applicable system category (like _Div) will appear or be used in applicable reports and presentations but still will not appear in the account transaction list.

What more specifically are you trying to see and/or find?

bmciance

Category will only appear for appropriate transaction types. The types you indicated do not have categories. Mostly cash expenses will show a category. What categories are you looking for?

Kathy Walker

the category _div income will not show up in my budget. How can I change this?

Kathy Walker

i figured out my questions