Investment Fee Classification

Question

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

Michael B · Answer

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

Jon · Answer

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.