Investment Transactions show as 'Uncategorized' when running general reports.

trm655
trm655 Quicken Windows Subscription Member
edited September 2022 in Investing (Windows)
Why are my Investment Transactions showing as 'Uncategorized' when I run a report such as "all transactions for the current year"? When I go into the account to look at the transaction, all the information looks correct.
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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    There are several investment transaction types that have no category, sold is one of them.
    It is normal for them to show up as uncategorized on a general report.
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  • trm655
    trm655 Quicken Windows Subscription Member
    Thanks Chris. That's a bummer as it throws some analysis off.
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