New error post software version that added a qualified dividend checkbox. Can not add a MiscInc income that uses a category that I have used for many years.
I see the same issue in R68.25 - If I enter an amount on the Miscellaneous line and pick a Category under Category for Miscellaneous, Quicken ignores my selection and sets the Category to _DivInc.
Note that the income is recorded as _DivInc rather than the Category I selected.
Maybe this is intended to let you split a dividend between Qualified and regular dividends, but it makes the Miscellaneous selection useless for any other purpose.
I edited the title to make the issue clear.
I have reported this using Help > Report a problem and anyone else who sees it should as well. The more reports they receive the better.
Since the last update, when a "Misc Income" transaction is entered in an investment account: the dialog box opens, an amount is entered in the "Misc Income" line and a category is entered in the category box. The transaction is posted to "_DivInc" instead of the specified category.
I've seen this issue for over a year, maybe longer. I'm pretty sure it's been reported before. When you select a category in that window, a random will initially fill it and you have to repeat selecting the desired category to get it to stick.
If now, it only selects to _DivInc, it's different but not new. Just another annoying old bug that was never fixed.
Adding- I can confirm this new behavior. It adds to the old annoying behavior of the selected category not sticking. I stand corrected, this is new and unrelated to the existing bug.
For me, it's definitely a recent issue. I post MiscInc to a custom category several times each month (I recategorize _DivInc to Taxable/Tax Deferred/Tax Free using MiscExp/MiscInc). On 6/18, it worked correctly. On 7/1, it categorized incorrectly.
One added note, you can go to the register, edit and change the _DivInc category to the intended one and it will stick. It's just double the work. Once again, Quicken attempts to fix something that people have long ago found a workaround for, and ends up breaking something else.
My reaction today when I tried to do what I've done for years (change DIV transactions in my IRA accts to MISC "DivIncTaxFree" (my own category) so I can look at my total income by taxable vs non-taxable) was, "WTF?????"
The reason I do that is because I have several stocks that I hold in both our taxable accounts and IRA accounts.
Thank you for confirming that it wasn't just me. I had already been frustrated trying to set up the new Amazon connection to categorize those transactions and reopened a backup file, and then ran into this.
Why was this not tested, Quicken???
I'd like to affirm that this MiscInc category problem is a new bug with version R68.25. It's undoubtedly related to the new Qualified Div feature in R68.25. I had to rollback to R67.10 from the mondo patch page and it restored the previous functionality perfectly (also be sure to restore a 67.10 data file).
I use MiscInc to reclassify downloaded investment account transactions from _InvInc to _InvIncTaxFree or _DivInc to _DivIncTaxFree because they are in a retirement account, so not being able to recategorize these transactions is a major problem that will screw up tax reporting as well.
Furthermore, if you manually change the category from the register (instead of the edit transaction popup), it wipes out the security entry. If you put the security entry back, it defaults back to _DivInc. So, MiscInc is rendered completely useless. This needs to be fixed immediately and QA needs to get there testing scripts together. This is very easy to reproduce. Please escalate to highest priority as it interrupts major functionality and I will not upgrade again until it is fixed.
Side note: when the category popup window opens I'd like it to remember to "Show Hidden Categories" rather than have to check the box every single time. That should be fixed as well.
So sad, and I’m sure on the slow train for a fix. It also seems to ignore records recorded like this in reports.
I don’t see that behavior; seems like MicsInc is totally locked out of use. No editing in register changes that.
Good feedback. Odd. I was able to correct the category. Not by clicking the edit button and re-opening the dialog box, but by overtyping the category directly in the register line.
I'm experiencing the same problem. The new fix for qualified dividends works perfectly, but no matter how many times I try to select 'IntIncTaxFree' from 'Miscellaneous', it always records as 'DivInc'. Obviously a big problem that needs to be fixed ASAP.
Hi everyone,
Thank you for taking the time to report the error and submit your reports. I appreciate your help.
I've forwarded the information to the appropriate team for further investigation.
I also noticed that some of the reports were submitted without log files. If that's the case for you, I'd appreciate it if you could resend the report and include the log files. There's no need to describe the issue again; leave the description blank and simply attach the logs.
I'll be sure to share any updates as soon as new information becomes available.
Thank you again for your cooperation!
(CBT-1180)
@CountDeMonet2022 (Off topic to the extent that the introduced bug needs to be fixed regardless):
You are not alone in doing that, but I have never understood the need to do so. Can you explain?
My reasoning for not doing so:
What are you needing that I am missing?
Removed - Duplicate
That’s a fair point. If you exclude those IRA accounts from tax reporting, then internal classification of interest and dividends mostly doesn’t matter unless you’re running category-based reports for planning purposes. I like to keep things separate at the category level because that's what I can control.
TurboTax export is driven primarily by Quicken’s tax line (tax schedule) assignments on transactions. In practice, only taxable events end up affecting income reporting, while internal IRA earnings like interest and dividends are typically not relevant for tax inclusion. However, Turbotax behavior is often unpredictable and I don't always rely on the default values.
Excluding the IRA account entirely from reports can reduce visibility into withdrawal activity, so it’s usually better not to exclude the account as a whole if you care about tracking RMDs or distributions. The practical approach is to keep IRA income classification simple, focus on correct treatment of distributions, and avoid over-engineering categories that don’t affect tax outcomes.
In terms of the 68.25 issue, it would be unusual if investment transaction types were broadly forced into _DivInc, since that would effectively break other category use cases like _MiscInc. The qualified dividend checkbox bug may be affected by the same underlying issue in taxable accounts as well, though I haven’t tested that.
_DivInc
_MiscInc
Has anyone seen this behavior in taxable investment accounts? If so, that would definitely increase the urgency of getting it fixed.
I am seeing this same issue. I get income from securities lending which I enter as a Miscellaneous Income transaction and use a personal income category called "Securities Lending Income". I have been doing this once a month for several years. Today when I attempted to enter the transaction Quicken changes the category to _Divinc. I am using R68.25. I have been able to change it to the correct category in the register line after entering the transaction.
When you change the category from the register, it wipes out the security entry - at least for me.
I don't use a security since the interest is paid at an account level (although they do provide a report which details how much I earned for each security that was lent out)
Looks like R68.28 fixes the issue with div income in the Misc.income box.
The other behavior I described above where the category selected in the pull-down menu is {sometimes} not the one displayed remains the same.
Hi @markus1957,
Thank you for the update.
I’d appreciate it if other users could confirm whether the dividend income issue in Misc. Income is now working properly, while the issue with the pull-down menu (where the incorrect option is displayed) persists.
I look forward to your updates and any additional details you can provide.
I can also confirm that the Misc Income issue has been resolved with R68.28.
Thanks!
The Manual Patch Update file for R68.28 HF1 can be downloaded and installed from For those who are interested in installing this version, the Manual Patch Update file can be downloaded from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product/ .
Looks like R68.28 fixes the issue with div income in the Misc.income box
@markus1957 , What is the "Misc.income box" you are referring to? Maybe a screenshot please if you don't mind? Thank you.
See @Jim_Harman's reply of 7/1.
@BK see the pic in @Jim_Harman’s comment. The Miscellaneous box is the last income field on the right side of the dialog box.
Thanks. This is the first time I have seen it being referred to as Misc.income. Brand new terminology for me.
According to the update notes, version R68.28 has supposedly corrected this issue. Was available today, 7/8/26. I don't use the MiscInc category, but had been thinking about using it for a specific situation. Will be interested to see posts from you if it indeed works before I go further.
