Why is Tools | Recategorize Disabled When an Investment Account is Selected?

Quicken Windows Subscription Member ✭✭

If I click on one of my Investment accounts and then click on the Tools menu the Recategorize menu item is greyed out (and so cannot be used).

If I click on one of my Banking accounts and then click on the Tools menu the Recategorize menu item is enabled.

If I use the Recategorize menu item to search for a category used in Investment accounts it finds those transactions, and I can replace those categories with others.

So, why make me move over to a banking account to recategorize Investment account transactions?

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    edited January 27

    That is interesting that is account type sensitive given that recategorizing isn't "account dependent".

    Probably some hold over from when it was setup differently. As for "why investment accounts"? I would say it is because there are many differences between them and non-investment account on what can and can't be done.

    At this point, I think I would just use Help → Report a Problem, to make them aware of the problem.

    EDIT: My mistake, this is "account dependent". It allows you to select the transactions to work on. The transactions in and investment account are vastly different than in a non-investment account, including the fact that there are transactions without categories like buy/sell.

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  • Quicken Windows Subscription Member ✭✭

    Thanks for the reply, Chris. I agree transactions in Investment Accounts are quite different from transactions in non-Investment Accounts.

    That said, if I open a banking account and then use Tools | Recategorize to look for transactions with 'Category = Invest Exp' I will find transactions that are in Investment Accounts as well as transactions in non-Investment Accounts.

    If I then select some of those search results, fill in the Recategorize as box, and click on 'Recategorize all', I can edit those transactions selected - both transactions in Investment Accounts and transactions in non-Investment Accounts. So, despite their differences, it seems Investment Account transactions with categories can be recategorized - you just have to start from a non-Investment Account.

    I'll also observe that some non-Investment Account transactions also do not have categories (transfers between accounts for example, where the category field is used to specify the other account).

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