Income/Expense report with investment accounts

fciani

Is there a way to get a report that includes both banking accounts with investment accounts. Even though I select the investment accounts, I get no investment data. The category list doesn't include any of the investment categories. I would think that this should be a standard report to show the overall finance situation.

q_lurker

When customizing the Categories to be included, make sure the box at the bottom to "Show hidden categories" is checked. That should allow you to select the investment specific categories (like _DivInc).

Jim_Harman

I can think of no reason why the investment Categories that begin with _underscores should be hidden.

If you go to Tools > Category list and un-hide them, they will be included in reports by default. You will still need to add the investing accounts the the Income and Expense reports.