Investment Fee Classification

Robert Lynch

How does everyone handle the quarterly management fees charged in your investment accounts? The canned fields in Investment categories, none seem like the correct classification.

I tried making a new subcategory in Investments and it will not allow me.

Thank you

Jon

I've mostly managed to avoid those, but for a few years I paid fees like that in my HSA. I have a category "Bank Charges" that I use for things like ATM fees, I wound up putting those investment fees in that.

Michael B

I created a new category called Professional fees, I can then use it for my investment accounts, attorney, accountant and others