Investment transaction categories
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Demoleon
Member ✭✭
I have downloaded transactions from my brokerage for some Muni bonds and and they come into the register as Interest Income. I want to change them to Interest Income Tax-Free or _IntIncTaxFree both of which are valid categories in my category list. But I can't...those two categories are not available in the category drop-down list on the transaction and if I just type them in and press enter the category reverts to Interest Income. Why can't I assign any category I want to a transaction? I even changed the account type from Brokerage to Other but no help.
0
Best Answer
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Go to the Security List and open the security in Edit mode.
Check the Tax-Free box.
In the register, the Type will show Interest Income and the Category will show Investments:Interest Income Tax-Free.
See screen shot.
QWin & QMac (Deluxe) Subscription
Quicken user since 19916
Answers
-
Go to the Security List and open the security in Edit mode.
Check the Tax-Free box.
In the register, the Type will show Interest Income and the Category will show Investments:Interest Income Tax-Free.
See screen shot.
QWin & QMac (Deluxe) Subscription
Quicken user since 19916
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