tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1364-investment-acct-wrong-categoriesInfinite Kind: Discussion 2017-03-19T18:00:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/415701842016-12-18T14:30:20Z2016-12-18T14:30:20Zinvestment acct wrong categories <div><p>After importing from Quicken.<br>
When downloading from broker MD assigns the wrong categories to
downloaded transactions.<br>
Why?<br>
Is there an easy way to clear or assign proper category?<br>
Can this be fixed so that it does not happen again?</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/415701842016-12-18T15:52:16Z2016-12-18T15:52:16Zinvestment acct wrong categories <div><p>Hi JL,</p>
<p>As for the 'Why', per your screenshot, it looks as though you
may have 'Confirmed' the 'MiscInc' txn with the 'Auto &
Transport' category, thus Moneydance assigned it to the next txn as
well.</p>
<p>As for the 'Fix', you can set a 'Default Category' for the
account by viewing the account in question, then from the
Moneydance menu bar, going to Account > Edit Account.<br>
In the resulting form you can set the 'Default Category' for the
account.<br>
Repeat as needed for other accounts.</p>
<p>For Investment type accounts, depending on the account, I set
the 'Default Category' to either:<br>
Investment Income: Dividends<br>
Investment Income: Traditional IRA: Dividends<br>
Investment Income: Roth IRA: Dividends</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/415701842016-12-18T17:46:38Z2016-12-18T17:46:38Zinvestment acct wrong categories <div><p>Thanks<br>
That seems to solves my problem.</p></div>JLtag:infinitekind.tenderapp.com,2009-01-14:Comment/415701842016-12-18T17:54:19Z2016-12-18T17:54:19Zinvestment acct wrong categories <div><p>Hi JL,</p>
<p>You're welcome. I'm glad to hear that it helped.</p>
<p>Thank you for reporting back with your results.</p>
<p>-Kevin N.</p></div>-Kevin N.