Be able to assign _ income categories to a parent

cm_blk
cm_blk Quicken Windows Subscription Member ✭✭✭
edited November 24 in Display/UI

I have income parent categories of Employment, Investment and Other. I would like to move the built-in income categories, like "_RlzdGain" under my "Investment Income" parent category.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Those "underscore" categories are special, and internal to Q. I doubt that this request will ever be implemented as it would require significant coding change by Q to know where those "special" categories would be found.

    Also note that those categories should NEVER be directly used by a Q user. When you record a DIV (for example) in your account, the _DivInc gets automatically invoked.

    AND, that an Income & Expense report (among others) will properly show them where you're requesting.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • cm_blk
    cm_blk Quicken Windows Subscription Member ✭✭✭

    I'm not sure what you mean by Quicken needing to "find" the special categories. Everything with the code would stay the same except that in a report the special categories could have a parent. It might even work with minimal code changes by just allowing the special categories to have a parent.

    This is standard functionality in accounting packages.

    The _ categories don't show up where I want them in an income and expense report. Each special category shows as a separate line item at the bottom of the income section. It's kind of dumb that the _ categories can't be rolled up, but I can certainly live with it if it never changes.

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