In microsoft.public.money, Taylor wrote:

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If you are thinking of taxable income, you might want to look at the
"Tax-related transactions" report.

Some reports like the Transaction by Category reports don't allow you to
include the actual investment accounts (only the cash/contributions side).
For investments, you should utilize the Income and Expense reports or the
various investment or tax reports.


"Taylor" <taylor[at]nospam2me.com> wrote in message
news:479fa43d$0$1077$4c368faf[at]roadrunner.com...
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"Mark" <abcd[at]abcd.com> wrote in message
news:upZxbNqYIHA.1208[at]TK2MSFTNGP03.phx.gbl...
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I tried that and the transx I manually added my categories show up in my
Transaction by Category report, but not the transx I changed in the Settings
box. When I run a Income and Expense report, they both show up. I have all
accounts check and all investment accounts checked.

Further, the stock option transx show up, but not my stock grants, which I
added to the investment account using "Add Shares".


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Keep in mind that the actual Sell transaction will be categorized (as
defined in Money's Investment categories: Tools - Settings - Categories).
So as long as the report you are looking at includes the Investment account
where that Sell occured, you should see the "Investment Income : Capital
Gains" for that Sell.

-Mark


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:kgqup3d733m6gqjsg40m2n2nhl3aaqvlib[at]4ax.com...
- quote -

In microsoft.public.money, Taylor wrote:

- quote -


If you are thinking of taxable income, you might want to look at the
"Tax-related transactions" report.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:uWJ5OvOYIHA.4196[at]TK2MSFTNGP04.phx.gbl...
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Related question:

I sell an investment using a transfer to the cash account. Then, I use a
transfer from the cash account to my checking account. Fine. Problem is
none of these can be categorized as income, so no income is reported. How
do I set up a category for a transfer?

Otherwise, I have to input an uncategorized withdrawal from the cash account
and input an income-categorized deposit in my checking account. Isn't this
what the transfer transaction was supposed to avoid?

Normally if an Investment Account can hold cash, you associate it with an
Investment Cash Account. The Investment Cash Account is like any other cash
account--it uses regular transactions of Income and Expense--but is the
default cash account for the Investment Account for buys/sells/dividends,
etc. If you had one, you could deposit your income there. You can create one
from the Investment Account Settings. (Assuming you are running M04 or
earlier or M05 or later Advanced Register and NOT Money Essentials or some
Money web variant. Answering questions used to be easier before we had to go
to so much effort with disclaimers and qualifiers.)

"ElliotL" <ElliotL[at]discussions.microsoft.com> wrote in message
news:7E99BD78-E4EE-46C1-89A1-72C2A6DA73E5[at]microsoft.com...
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When I deposit money (that is income) into an investment account, I select as
the activity "Other Income" (there does not seem to be any other choice that
makes sense. I enter a catagory for the tranaction. But when I look at a
"tranactions by catagory" report, the tranaction does not appear. The
account is selected, buut it just looks like tranactions from investment
accounts do not get in that report. How do I get it into the report?