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some investment entries are showing up as Uncategorized

Ken217

i ran a report (Income/Expense by Category) and noticed that only a few of my investment activities showed up as Uncategorized. The entries have no "category" entry box and none of the other entries with similar information show up as uncategorized.

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Chris_QPW

This is normal. There are investment transactions that have no category.
Bought is an example.

Ken217

While it is true that investment transaction are not user defined categories, then why would they show up as uncategorized in a Quicken report! BTW, only a hand full or investment transactions showed up on this list (it should be all or nothing). I have several other entries that are exactly the same transaction entry, that only the value and date are different that are not listed.

Chris_QPW

Ken217 said:

I have several other entries that are exactly the same transaction entry, that only the value and date are different that are not listed.

What are the transaction action types for those transactions?
Some transaction types do allow for the category to be set by the user, and as such can be missing, in one, but not another.

Also if you can post a screenshot of the problem it might help to figure out the problem.

Jim_Harman

In a Banking Transaction report for my investing accounts, Bought, Added, and Removed have no Category.

Sold has a Category of _RlzdGain if there is a gain or loss, otherwise none.

Other transactions have the categories I would expect.

This is all as I would expect.