Do you use invoicing for your small business? We want your feedback! Learn More
How do I change Category from Investments:Dividend Income to a Non-taxable and/ Trust?
I have several Non-taxable accounts, IRA, SEP, Roth, and Trust. I would like to have each Interest and Dividend Income to have a category that is specific to each type of account. But I can't seem to be able to edit the category. How do I do this for transactions that have already been downloaded (prior to me changing the type of account to that non-taxable type). I'm using the most updated Quicken for Mac on a subscription. Thx.
This discussion has been closed.