How to properly categorize Wealthfront Expenses?
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Steve Lewis
Member ✭✭
Hi All,
I am a user of Quicken for Mac and use it with Wealthfront. I recently integrated online sync and one of the categories is miss categorized. The Type is Payment/Deposit Security/Payee is Check and the description/category is Lawn & Garden. I believe this is a monthly expense from Wealthfront but can't find an appropriate category to assign it to.
Any help is appreciated.
Steve
I am a user of Quicken for Mac and use it with Wealthfront. I recently integrated online sync and one of the categories is miss categorized. The Type is Payment/Deposit Security/Payee is Check and the description/category is Lawn & Garden. I believe this is a monthly expense from Wealthfront but can't find an appropriate category to assign it to.
Any help is appreciated.
Steve
0
Comments
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Categories are entirely up to you, whether you use one of Quicken's defaults or create your own. I don't know what expense you have from Wealthfront -- service fees? There's one called Financial:Financial Advisor. Or create your own subcategory for Financial.
Quicken Mac Subscription • Quicken user since 19930
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