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Important Investments Update in Version 5.6 and 5.6.1

The 5.6 and 5.6.1 patches bring with them some changes to investment categorization. Here are some key points:

  • The 5.5 patch inadvertently allowed users to select Quicken-reserved investment categories as regular categories. 
  • The 5.6 patch fixed this by not allowing users to pick these categories anymore, but unfortunately for those that did pick an investment category, these categories became "Uncategorized." 
    • For users that have already run into this issue, you will need to search for "Uncategorized" investment transactions and then manually fix them.
  • For users on 5.6.1, it is solved in two ways:
    • For investment transactions that have a corresponding Action, Quicken will convert their transaction to use the Action.  For example, if the user selected a Buy category, in 5.6.1 this transaction will be turned into a Buy action.
    • For transactions that use a Quicken-reserved investment category but don’t have a corresponding action, these will be converted to a new category called "Investments (Custom)" and they will retain their category.  For example, if someone used "Investments : Interest Expense" in a checking account transaction, the category will be changed to "Investments (Custom) : Interest Expense."  
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