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Categories do not Stick when Assigned in Register for Investment Accounts

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James Voorhees

06 Nov, 2016 09:23 PM

I cannot make categories hold in the register for my 401(k) account. This results in 1 sided bookkeeping entries (i.e. assets appearing out of nowhere). I would like to recognize 401(k) contributions as income 2x per month.

1. 1 Posted by dwg on 06 Nov, 2016 09:37 PM

   

   A number of questions come to mind here:

   • What do the transactions look like in the investment account? What sort of action are you using to record them?
   • Are the amounts employer contributions?
   • Are they salary sacrifice amounts?

   I'm trying to get handle on how the payments arise and how you are handling them as transactions in the register.

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2. System closed this discussion on 05 Feb, 2017 09:40 PM.