What is the proper way to handle this?

James Hazel
James Hazel Quicken Windows Subscription Member ✭✭
edited February 2023 in Registers & Transactions (Windows)
In my savings account, when I show interest deposits, it is category IntEarned. In my investment accounts, it comes from nowhere. I would like it to be reflected in my IntEarned and DivEarned. I don't see an easy or proper way to handle this.
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Best Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Investing accounts use the hidden Categories _DivInc and _IntInc for interest and dividends. It is best to un-hide these and not mess with them. 

    To make your IntEarned Category appear on Tax reports, you can edit it in the Category List and assign it an appropriate Schedule B Tax line item. 
    QWin Premier subscription
  • James Hazel
    James Hazel Quicken Windows Subscription Member ✭✭
    Answer ✓
    Thanks. I knew there had to be a simple fix!

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Investing accounts use the hidden Categories _DivInc and _IntInc for interest and dividends. It is best to un-hide these and not mess with them. 

    To make your IntEarned Category appear on Tax reports, you can edit it in the Category List and assign it an appropriate Schedule B Tax line item. 
    QWin Premier subscription
  • James Hazel
    James Hazel Quicken Windows Subscription Member ✭✭
    Answer ✓
    Thanks. I knew there had to be a simple fix!
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