uncategorized transactions after schwab download
Since moving to Schwab, I have found several transactions that fall under uncategorized when I run and Investment Income report. However, I cannot find a field where I can assign a category.
Never had this problem before. Am I missing something?
Answers
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In investment accounts, the Category is determined by the Action. So, what Action is associated with these transactions, and what would you like it to be?
E,G, a "_DivInc" is always going to be a Dividend. Can't be anything else.
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@steel certain investment transactions don't have a category such as Bought, Sold, Added, and Removed. These transactions will be under "Uncategorized" with a net zero balance on the Investment Income report.
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It’s odd. I’ve been using Quicken for investment transactions for 30 years. I have always been able to categorize transactions that erroneously showed as uncategorized. Now there is no category field in the transactions in question.
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Quicken 2013:
The ones that you can change the category on will have the category on the "Enter Transactions" dialog:
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Note this is another instance, where I'm always fixing it (as it is entered) to get the "category" right:
My wife's 401K administrated by Merrill Lynch is constantly a few cents off.
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