Can not change Investment Transaction Category with $0 Total Amount (edited)

neon45 · May 23

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.

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

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

Coach Laura · May 24

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!

SRC54 · 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.

neon45 · May 28

Thanks coach Laura… Fascinating. I can indeed change the category as you mention, but, you can Not do it from the Transaction Detail page.

Just to make sure we are on the same page, I am working in the Investments, and not in Banking or Credit module.

Thanks…

Coach Natalie · May 29

@neon45, thanks for the reply!

We are glad to hear you were able to edit the category of $0 Investment Transactions by editing them inline in the register. It appears that this is not supported in the Transaction Detail modal, as even creating a $0 transaction from this modal doesn't work:

Let us know if we can help with anything further!

SRC54 · May 29

Very interesting. I am glad to know one can edit a transaction inline to $0.00 if I ever need to do so.

And since Investment accounts don't allow Splits (Ugh), you cannot as you can in other accounts have a split transaction that adds up to 0.00. I don't think I've ever tried before to do a $0.00 transaction that wasn't a split.

Apparently the true limitation is that a category must be at least $.001 even if it is uncategorized (which is itself a category) when using the transaction modal.

Edit: And one cannot edit a downloaded transaction's amount inline. This only works for a manual account.

Complicated stuff. Thanks.

Can not change Investment Transaction Category with $0 Total Amount (edited)

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