Description/Category and Tags for split transactions
My hope is that Quicken employees monitor these posts and that this feature could be incorporated into future releases.
My hope is that Quicken employees monitor these posts…
Only the site moderators generally see posts here; the developers and product management people generally don't, sorry to say.
I'm not sure I understand your issue here, though. The deposit in your 401k account is a transaction with Type+Payment/Deposit, right? So you should be able to add a Category, Memo/Note, and or Tag to the overall transaction, as well as to any splits. I'm not sure I understand wanting the net deposit to show up in a tax report; is your concern that there is gross salary which should be reported as income, and the tax deduction reported as taxes paid, in a tax report? I think the best way to do that is probably to do what you said: create a $0 transaction in a non-retirement account so the tax-related parts of this compensation get included in a tax report. (You can adjust the tax report to include the 401k acocunt, but then all your investment income in that account will also show up in the tax reports, and you proabbly would't want that.)Quicken Mac Subscription • Quicken user since 19930