Can not change Category with $0 Total Amount

neon45
neon45 Member ✭✭✭
edited May 24 in Investments

SQ loaded 4 Investment transactions with a Zero Dollar amount. SQ arbitrarily selected Coffee Shops for the Category. You can change the Category but, when you select Update you are required to put a $$ amount in the Total amount, which should be Zero.

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Note the Category has been changed and the Total amount is now highlighted in red after selecting UPDATE.

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I commented on this phenomena sometime in 2025, or, maybe 2024.

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Comments

  • Coach Laura
    Coach Laura Moderator admin

    Hi @neon45,

    Thank you for reaching out!

    You can update the category of a $0 transaction directly from the register without any issues.

    To do this, instead of using the three-dot menu on the right side of the transaction, simply click on the transaction’s current category in the register and select a new category from the dropdown menu. The change will save automatically.

    Screenshot 2026-05-24 at 12.15.52 PM.png

    Please let us know if you have any additional questions. We’re happy to help!

    -Coach Laura

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    edited May 24

    I was able to change category inline or in the entry box of a $0.00 transaction.

    However, I do see that one cannot have a split for $0.00.

    Edit: I see a coach already answered your question.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Dollars & $ense (DOS) and MS Money (Windows) 1987-2009

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