How to force use of _DivIncTaxFree category?

430 No such article 222 15232 body R> I have a question relating to categorization of

All of your dividends are "income"; some of them are tax free and some are not.

Quicken separates the tax free income from the taxable income where it is appropriate ... but Quicken does not do so based on "category" alone.

If you look at a banking "Transaction" report that is not subtotalled, all dividends have a category of "_DivInc". If you subtotal that report on "Category", you will see your tax free dividends reported in the "_DivIncTaxFree" category group ... while their transaction category remains "_DivInc".

If you run an Income/Expense report, you will see your tax free income reported in separate "tax free" categories from your non-tax-free income.

If you run tax reports, you will not see your tax free income reported at all.

Quicken does not rely solely on the "category" field to determine the taxable nature of a transaction. Quicken uses other information, such as the tax-free characteristic of a security, or the tax-deferred nature of a Quicken account, to determine whether your income is "taxable". But all that income is still "income".

I've been grumbling about this for years. My work around it to reenter the transaction from Fidelity and classify it as MiscInc, and calling it _DblTaxFree. This is followed by a "Buy" of the number of shares.

Thank you, I see that now. But who'da guessed that there can be a distinction between "category group" and "transaction category?" And that the difference can only be revealed in this way?

I see now that it is tracking the info, but if the subtotalling trick is the only way to break apart taxable from non-taxable income, then I'd think the reporting engine needs some tweaking. If, for example, you had shares of the same security in both a taxable and a tax-deferred account, and you wanted an income report subtotalled by security name, there'd be no way (in a single report) to further subtotal by taxable vs. non-taxable income.

-Ron