Categorized Transactions from Investment Accounts

Check the accounts which are being included in the report. Customize the report, go to the Accounts tab, and ensure that your investment account is checked.

I had checked that first. It is not an issue of what accounts, categories, payess etc are included.

I don't see the problem (Q2005 Deluxe R3 ... I doubt I would see any difference in Premier). I tested with a single "Depost" transaction into a Quicken "Brokerage" account. I find it appearing in the Cash Flow Transaction report, the Cash Flow Income/Expense report and the Cash Flow Itemized Categories report.

To echo John, it should work. We'll need more information on the report you are running, and the customization in order to help you out.

It happens in different ways, but this particular report was looking at W2-like categories. One of our paychecks is automatically deposited to a brokerage account and I have it enetered as a scheduled "paycheck".

I run an itemized category report on all the W2-like categories for the whole year for all accounts and it picks up everything but that paycheck series. All the other relevant transactions happen in real checking accounts.

Well, vodil, you're still not making it easy for us to help you. Tell me, if the problem was someone else's and you were trying to help them out, could you provide any useful suggestions from the information you have given?

What does the transaction look like? What categories are you using? What parameters are you using on the report you requested?

If you're interested in a solution, let us know. If you just want to believe that Intuit is out to get you, I'll leave you alone.

Sorry, I was not trying to be obstuse. It happens in several ways, but just consider the paycheck example. Create a paycheck and deposit it in a hybrid investment account. My pacheck has all the usual categories (e.g. salary, Fed Tax, SocSec, State Tax, etc.). Create a simlar paycheck deposit in a regular checking account.

Do an itemized category report for all those categories in all accounts. The deposit in the checking account shows up, in the investment account does not. Do a tax schedule report and they both show up.