Currently, the "Category Column" option is not available in the Investment accounts settings.

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vnolin11
vnolin11 Member ✭✭

Currently, the "register Category Columns" option is not available in the Investment accounts settings. Can this option be added?

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  • vnolin11
    vnolin11 Member ✭✭
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    Correction….

    Currently, the "Categories column" option is not available in the Investment accounts settings. Can this option be added?

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    The ACTION determines the Category for Investment transactions … thus a separate Category column isn't needed.

    E.G. All Div transactions get the _DivInc category, same for the various Reinv? actions and the Interest (_IntInc) actions.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • vnolin11
    vnolin11 Member ✭✭
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    I'm using the Fidelity Investment Cash Management account option MySmart Cash which is basically a interest bearing checking account that includes an ATM debit card. The Quicken transaction download includes deposits and withdrawals for this account. Currently, there is a category field available that I am using (which is hidden unless you click on the transaction). It would be nice if there were a Category column (like non Investment accounts currently have) available that allows for which to chose Register columns that you wish to be shown.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    I have a Fidelity CMA also. In your taxable brokerage account, do you have "Show Cash in a Checking account" turned on?

    Take a backup and then,
    TOOLS, Account List, click EDIT adjacent to the taxable account you're discussing and check that option.

    A pseudo-checking account will be created from the cash transactions in the account … and you can use it as you would any other non-investment account.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • vnolin11
    vnolin11 Member ✭✭
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    Perfect !!

    Thanks…