Categorizing a Transfer

bayoyong

I looked for this answer but each of the situations seemed a bit different.

I own my own business. Each month I transfer funds from my biz checking to my personal checking. That serves as my "paycheck." In Quicken it shows up as two transactions. One transfer from biz checking and one transfer into personal checking.

I have this same paycheck amount set up in my budget under income. But each month, it doesn't show up in my budget report b/c they are all transfers. 

Any solution? Hope that makes sense. Thx!

The Keeper

It has been ,many years since I have used a budget report so no longer use them and I am now retired and my income is simple so this just thought. When you make a transfer from your business account it shows up in your personal account as a Transfer (TXFR) with no option to define a category. If your change the TXFR in the window to a Deposit then you can create a category such as "Income" or whatever is to your choosing which should show up in your budget reports. Another reader of your post may have a different solution.

The Keeper

It has been ,many years since I have used a budget report so no longer use them and I am now retired and my income is simple so this just thought. When you make a transfer from your business account it shows up in your personal account as a Transfer (TXFR) with no option to define a category. If your change the TXFR in the window to a Deposit then you can create a category such as "Income" or whatever is to your choosing which should show up in your budget reports. Another reader of your post may have a different solution.

bayoyong

Thx, Gary! Yeah, I didn't realize there was an actual transfer column you could add to the register. Spent a while last night fixing all those entries and then adding a category to them when appropriate. Thx so much for answering.