Investment Fee Classification

Robert Lynch
Robert Lynch Quicken Mac Subscription Member ✭✭✭
edited August 2023 in Registers & Transactions (Mac)

How does everyone handle the quarterly management fees charged in your investment accounts? The canned fields in Investment categories, none seem like the correct classification.

I tried making a new subcategory in Investments and it will not allow me.

Thank you

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta

    I've mostly managed to avoid those, but for a few years I paid fees like that in my HSA. I have a category "Bank Charges" that I use for things like ATM fees, I wound up putting those investment fees in that.

  • Michael B
    Michael B Mac Beta Beta

    I created a new category called Professional fees, I can then use it for my investment accounts, attorney, accountant and others

This discussion has been closed.

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