How to combine investment and personal income?
I would like to have budgets and reports show a grand total for all income... both personal and investment income. However, Quicken default investment categories (eg "_divinc") can't be edited to make them subcategories of an "Investment" category. I can assign the default categories to a custom "Investment" group, but I cannot find a way to make that group a subgroup of total income. Unless I'm missing something, I either have to have two groups (one income and one investment income) which I have to manually add together for total income, or I have to have investment categories as separate line items under a total income category group. FWIW I have categories for Social Security, Retirement Income (pensions and IRA's), and Other Income... each of which has subcategories. I would like either another category for all investment income or a subgroup. Is there a way to accomplish that in Quicken?
This discussion has been closed.