Can't see category in register drop-down...on Mac

PattiVillalobos
PattiVillalobos Quicken Mac Subscription Member
edited March 2023 in Registers & Transactions (Mac)
When I go into Window -> Categories, I can see a category (and many subcategories) called "Investments." In my checking account register, in the dropdown, I cannot find any Investments category. I am running Quicken Delux, version 6.11.3 on a mac.
Thanks for any pointers...
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Best Answer

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    You can only use the Investments categories in Investing accounts (brokerage, retirement, etc), you can't use them in Banking accounts.

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    You can only use the Investments categories in Investing accounts (brokerage, retirement, etc), you can't use them in Banking accounts.
  • PattiVillalobos
    PattiVillalobos Quicken Mac Subscription Member
    Ah...thank you. So, I'm not sure how to categorize a treasury direct withdrawal that came out of my savings account then....
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