"Special" investment categories imported from Quicken

netr@cer's Avatar


23 Jan, 2023 05:13 PM

Looking for recommendations on what to do with all the special hidden categories Quicken liked to use which transferred over to MD.
Stuff like _DivInc, _DivIncTaxFree, _RlzdGain, etc. It looks like MoneyDance assigned them to something else (or ignored) since they are all 0 dollar and don't seem to have any transactions assigned.

Safe to delete?

Any idea what those categories might have gotten assigned to since Quicken was doing something with them...


  1. 1 Posted by dwg on 23 Jan, 2023 09:52 PM

    dwg's Avatar

    If a category has no transactions in it it is safe to delete.

    The Quicken hidden categories are often used in Investment income reporting, so the investment income categories in Moneydance are a good place to look, you will often see that a hidden category is involved with specific Quicken action type so looking at how those transactions came over from Quicken and what category they use is also a good approach, since Moneydance uses the category that is in the QIF file to determine how to record the transaction.

  2. netr@cer closed this discussion on 12 Mar, 2023 02:20 PM.

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