Thanks for any thoughts or comments (before I file a bug.)
Jack
I have a two Tax Transactions by Category reports, both modified to be
calendar year 2020. One of them is also filtered to my Investment
accounts (including the Brokerage accounts.) Many categories seem to
be missing from this but not the other report. I finally figured out
that its seems to be excluding the actual security accounts held within
each investment account, so things like dividends are not showing up.
Unfortunately, I see no way to alter this in the Configure screens for
the report. I'm tempted to call this a bug, since I can't think of any
reason to include an investment account but not the security accounts
within it.
