Uncategorized Transactions

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Paddy
Paddy Member ✭✭
edited December 2022 in Download, Add/Update Accounts (Windows)
I have uncategorized transactions in Spending from balance adjustments I made to investment accounts. How do I account for them so they don't affect my monthly spending?

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Go into the balance adjustment transactions and change the category to [Investment Account Name].  This self-referencing "transfer" is the syntax for removing it from the expense/income sections.  In other words, it means "a transaction that comes from outside of Quicken".
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  • Paddy
    Paddy Member ✭✭
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    Thanks!
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