Transfer from MMA in my investment account to my brokerage savings account

Patrick Day

I recently converted from Mac2007 to Mac2018. Due to the weak reporting capabilities in 2018, I continue to use 2007 for downloads and manually enter data in 2018. I recently began taking distributions from my IRA and, when converted, they showed up as transfers from my investment account (a MMA set up as a security) to my savings account. When I try to replicate the same transaction manually, I receive a message that the transaction will not show up in this filtered view. I have expanded view to include transfers on both the investment account and the savings account, but still receive the message. Is there something else I am missing? Also, can I create a category for IRA distributions (income) and still make a transfer? I saw something in posts re: linking transfers.

Patrick Day

Thanks for the quick reply. I must be getting old, though, as I don't see a Clear Filters button in the register view. Am I looking in the wrong place?

Patrick Day

It is not...it is a manual transaction I am trying to enter. I think your "black hole" response is applicable, in this case, as there is no evidence of any transaction after I enter and the message comes on. 

Patrick Day

Thanks for your help, anyway. 

smayer97

Meanwhile, you may want to add your votes to:

• Create Useful Category/Transaction Detail Report
• Columnar report (with selectable choices for rows and columns)

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
 
While you are at it, I highly recommend you to add your VOTES to related IDEAS found on the:

• List of Requests for Report Related Features
• List of Requests for Report Types

Click on each underlined link, then follow the instructions to add your vote to more related ideas. This will help make the transition easier for you when you are ready to upgrade by seeking to have the features you are used to in QM2007 end up in the latest version.
Your VOTES matter!

For background, you may want to read this post too.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)