Uncategorized Transactions

Paddy
Paddy Member ✭✭✭
edited December 2022 in Download, Add/Update Accounts (Windows)
I have uncategorized transactions in Spending from balance adjustments I made to investment accounts. How do I account for them so they don't affect my monthly spending?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Go into the balance adjustment transactions and change the category to [Investment Account Name].  This self-referencing "transfer" is the syntax for removing it from the expense/income sections.  In other words, it means "a transaction that comes from outside of Quicken".

    Signature:
    This is my website (home of ImportQIF, and old Quicken patch installs):

    http://www.quicknperlwiz.com/

  • Paddy
    Paddy Member ✭✭✭
    Thanks!
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