I have numerous interest accounts posting on a monthly basis. Why do they not appear on the YTD pro

Andrew Levine
Andrew Levine Member ✭✭
edited December 2018 in Reports (Windows)

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  • Snowman
    Snowman Member ✭✭✭✭
    edited December 2018
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited August 2018
    From C. D. Bales:



    The Quicken Profit and Loss report is a "business report": Quicken business reports only use Quicken "business transactions".



    A Quicken "business transaction" is a transaction that has a Schedule C tax line item assigned; or a transaction that has no tax line item assigned and has a "business tag" assigned. [Business tags are created at Business > Manage Business Information.]



    If your interest transactions are not Quicken business transactions, you can use the Quicken "Income and Expense by Category" report to see results similar to the P&L report.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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