Being able to create new categories for Stocks

LOJM_AdminJim

I was using Reports - Banking - Transactions, and was trying to create new category, STOCKS, and then a subcategory, Dividends, and then moving all dividends from stock account under investments, into this subcategory. The ultimate goal is to have all the transactions received from my stock account, into newly created subcategories, that can be followed easily. Currently, you have the stock categories all over the place, including at the end of the report, outside income or expenses, which makes no sense. Can you please allow users to be able to manipulate how they wish their reports to be laid out?

UKR

Sorry, but due to the complexity of the matter, investment transactions use a number of predefined categories which cannot be changed, deleted, reassigned or renamed. These category names all begin with an _underscore, e.g., _DivInc for dividend income.
The program code in Quicken relies on the existence of these special categories. Plus, there are some other under-the- covers functions for properly assigning contribution and/or withdrawal transactions to the required tax line item schedules.
Without these special categories, Quicken could not work properly and incorrect results and/or crashes would result.

The tax line items used by these categories are associated with the tax groups for Personal Income and Personal Expenses. And, no, you cannot change that either.

Investment and Tax-related reports will correctly show these categories, as needed and defined by the specific report.

The only thing you can do is to mark unused categories as hidden or un-hide them when in use by transactions.