The Ideas Genie Community Forum

Bank Genie => General discussion => Topic started by: scampbell1496 on May 03, 2021, 01:03:35 PM

Title: Investment transactions
Post by: scampbell1496 on May 03, 2021, 01:03:35 PM

I have been entering dividends and interest received from investments via
the investment accounts. For dividends I use DivX and can select a category
(dividends) which allows it to show on reports specifically tax reports.
However when I enter interest received usinf IntIncX it does not allow me to
select a category and hence it does not show on my tax report. Anyone know
how to get it to be show as a item which can be selected from selection
screen on running reports?

Title: Re: Investment transactions
Post by: ideasguy on May 03, 2021, 02:50:21 PM

I will look at this ASAP Stephen. Hopefully it will be an easy fix.

Title: Re: Investment transactions
Post by: ideasguy on May 05, 2021, 11:41:33 AM

File set has been updated to allow users to set a category for IntIncX Investment transactions.

Under Help tab on the Bank Genie menu, use the program "Check for Updates".

Let me know if this works for you Stephen.

Title: Re: Investment transactions
Post by: scampbell1496 on May 06, 2021, 10:21:55 AM

Loaded and ran the updates and works perfectly. Thanks for the quick response.