How to filter investment accounts out of "Spending" tab?

paolo99

Greetings. Relatively new user here. R29.22 27.1.29.22. I'm wondering if it's possible to filter investment accounts out of the data tracked on main "SPENDING" tab, as I don't consider investing the same as general spending and it's confusing when that tab reports investment activity as spending. For example, if I buy $10,000 of a security, I notice that on the SPENDING tab, Quicken lumps that in with other spending, making it look like I blew the budget.

Mark1104

on the spending tab, just to sthe left of the circle chart that displays the spending habits, there is a drop down that is probably set to 'all accounts'.  You can change that to eliminate the investment accounts. 

you can also eliminate the tax categories if you prefer (third drop down) 

is that what you are asking? 

Mark1104

on the spending tab, just to sthe left of the circle chart that displays the spending habits, there is a drop down that is probably set to 'all accounts'.  You can change that to eliminate the investment accounts. 

you can also eliminate the tax categories if you prefer (third drop down) 

is that what you are asking? 

paolo99

Thanks Mark. I could never get that drop-down list to open in the couple of days that I've been using the "Spending" tab, so I assumed it was locked somewhere. However, your answer prompted me to accept the update to 27.1.30.9 that I was notified about this morning and the drop-down list works just fine.