Author Topic: Investment transactions  (Read 146 times)

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Offline scampbell1496

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Investment transactions
« 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?

Online ideasguy

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Re: Investment transactions
« Reply #1 on: May 03, 2021, 02:50:21 PM »
I will look at this ASAP Stephen. Hopefully it will be an easy fix.

Online ideasguy

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Re: Investment transactions
« Reply #2 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.

Offline scampbell1496

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Re: Investment transactions
« Reply #3 on: May 06, 2021, 10:21:55 AM »

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