"Special" investment categories imported from Quicken
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...
Thx
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1 Posted by dwg on 23 Jan, 2023 09:52 PM
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.
netr@cer closed this discussion on 12 Mar, 2023 02:20 PM.