The Investments Find feature can not seem to locate any categories of _DivInc or _DivIncTaxFree.
However, the global Find can locate them.
How should I use the Investments find to locate those categories. Here's what I am doing:
Are you referring the the hourglass/Find button at the top right of the investment account's transaction list (register)?
For some reason that Find can't seem to locate the special investment Categories in the current account but Find All does. If you look for Any field Contains Div, the Find will find all the Div and and ReinvDiv Actions.
The Find can also find other Categories, such as those associated with Deposits and Withdrawals.
I don't know which Find you are referring.
I am referring to the Find with magnifying glass.
which also cannot locate _DivInc when set to Find All and set to Any Field.
I could locate _DivInv with Find/Replace but the result doesn't show the security name.
I can locate Actions but not Categories with Find All. What am I doing wrong?
"The Find can also find other Categories, such as those associated with Deposits and Withdrawals."
This does not work for me either and a ticket has been opened for the inability for Find locating Deposit and Withdraw actions.
It appears that if you search for _Div, they are not found. But if you search for Div (without the underscore), then the _DivInc categories are found, including the security names. Odd behavior or a bug?
@BK Are you searching for category=Div? Searching for Div in Any Field is basically searching for the string"Div" anywhere and that can result in many more finds than just Dividends. However, it is interesting to see that searching for Div with the Investment Find produces results and _DivInc doesn't.
I searched for Any field and then category/tag; full results on both. And if I had the underscore, there was nothing.
This does not explain why the Find doesn't work as expected, but there is an easy way to find the transactions you are looking for.
Click on the gear at the top right of the account then under Reporting, pick Investing Activity. Double click on the Dividends number for the time period you want. This will open a pre-configured Investment Income report. Then double click on the _DivInc or _DivIncTaxFree number to see the transactions.
@Jim_Harman That is most helpful instructions. Thank you!
To build on @Jim_Harman 's excellent excellent suggestion, there is another approach which you may already know: Go to Tools > Category List > Investment. Click on the top right gear icon and ensure the "usage" box is selected. Find the _DivInc and click on the usage number, select full report on the popup and customize it to your needs.
I use this method frequently to clean things up or identify mis-categorized transactions.
@BK Another neat tool in the handbag. Thanks. It actually shows all tax exempt dividend income as _DivInc and not _DivIncTaxFree which is shown in the Investment Income report. The inconsistency is something to get used to.
To your point, I just realized that have no _DivIncTaxfree transactions and the usage count is zero - huh! Tho I have tax free investment accounts.
@Jim_Harman or anyone, do you happen to know if the _DivIncTaxfree category is ever assigned by Quicken during download or the users have to manually assign it?
@BK DivIncTaxFree is assigned. Look at an Investment transaction report and filter it for _DivIncTaxFree. If you have any, they will show up in the report. They are automatically assigned to dividends for securities that have the Tax-Free flag active.
@leishirsute , Thanks. I have none. So it is based on securities and not accounts.
I cannot enable that flag on any of my securities since they are held in both, taxable and tax free accounts.
I hate nested replies because they are hard to find.
From what I can tell, when you accept downloaded dividends for a security that has been marked as tax free or enter them using the normal Income entry screen, they are saved as _Div and converted dynamically to _DivIncTaxFree for reporting.
I have a few transactions that are included in the Usage number for _DivIncTaxFree in the Category List. These are for an old tax exempt money market fund that I used as a checking account and entered manually in a banking account using that Category explicitly.
Thank you @Jim_Harman
Ditto. I don't like this redesigned community format at all. I think I will stop using the nested replies and use the old way instead.
@BK
no _DivIncTaxfree transactions and the usage count is zero - huh! Tho I have tax free investment accounts.
No transactions in tax-free investment accounts get that type of taxfree desgination. _DivIncTaxFree and its companion _IntIncTaxFree are solely for securities that are tagged in Quicken as Tax Free securities. That is an Edit Security Details setting. Tax free accounts are omitted from tax planner and tax reports, thereby making all their transactions non-taxable.
