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 donâ€™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."