My expense categories for Interest
Hi,
I don't know what it used to be. However, here are my categories in this area. I have been using Quicken a long time and this is an integration of what Quicken used to provide as well as integration from many financial planning resources. It has served me well and I think should cover most your investment/financial expenses:
FinChg (For Finance Charge)FinChg -> Bank ChargesFinChg -> Int (interest charges)
FinChg -> Int -> Auto (for auto loans)
FinChg -> Int -> Consumer (for credit card interest)
FinChg -> Int -> Investment Int (for investment interest charges) Tax: Form 4952
FinChg -> Int -> Mortgage (tax: Schedule A: Home Mortgate Int ...1098)
FinChg -> Int -> Points (Tax: Schedule A: Points Paid)
FinChg -> Int -> Std (Student loan interest)
FinChg -> Invest ExpenseFinChg -> Invest Expense -> Account Fees (Schedule A: Investment Mgmt Fees)
FinChg -> Invest Expense -> Advisor Fees (Schedule A: Investment Mgmt Fees)
FinChg -> Invest Expense -> Transaction Fee (Schedule A: Investment Mgmt Fees)
FinChg -> Loan FeeFinChg -> Membership Fee
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