Bank Genie > General discussion

Investment transactions

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scampbell1496:
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?

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

ideasguy:
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.

scampbell1496:

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

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