Report for transfers (QM 2019)

jtanner6334
Quicken Mac Subscription Member
Is there a way to create a transaction report that shows only transfers between accounts for a given time period?
0
Best Answer
-
Hello jtanner6334. Appreciate your question.
Yes, it is possible to build a report based on the Transfers for a given period.
What you would need to do is when you build a New Report, you will need to uncheck all the categories minus the "Transfer" category. Once done, it will show the transactions from the one account to the transferred account.
I hope this is what you were looking for. Please let us know if you have any questions.
Respectfully,
~ Quicken Harold.Quicken Harold
Community Moderator5
Answers
-
Hello jtanner6334. Appreciate your question.
Yes, it is possible to build a report based on the Transfers for a given period.
What you would need to do is when you build a New Report, you will need to uncheck all the categories minus the "Transfer" category. Once done, it will show the transactions from the one account to the transferred account.
I hope this is what you were looking for. Please let us know if you have any questions.
Respectfully,
~ Quicken Harold.Quicken Harold
Community Moderator5
This discussion has been closed.
Categories
- All Categories
- 10 Product Ideas
- 27 Announcements
- 183 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 724 Welcome to the Community!
- 602 Before you Buy
- 1.1K Product Ideas
- 49.7K Quicken Classic for Windows
- 15.4K Quicken Classic for Mac
- 983 Quicken Mobile
- 772 Quicken on the Web
- 73 Quicken LifeHub