transfers in show as income on budget page but not on current budget reports. why?

patfry

on budget plan, i asked for transfers in accounts and they appear. transfers are made from my investment accounts that use the same account name as on the budget plan page. however, non of the transfer accounts appear on the current or historical budget reports. this did not used to be the case. they showed up on both the plan and the reports

Roger M

In the budget report, you have to click on the gear icon (settings), then click the Advanced tab. There is a drop down menu where you can select to have the report include various types of transfers. Transfers are NOT selected by default. That may have changed from previous versions.

Roger M

In the budget report, you have to click on the gear icon (settings), then click the Advanced tab. There is a drop down menu where you can select to have the report include various types of transfers. Transfers are NOT selected by default. That may have changed from previous versions.

patfry

If I were a pirate's treasure seeker, perhaps I might have found this "treasure" by stumbling into it. Thanks for the treasure map. It worked. Quicken has grown so much since I started using it in mid 1996 that it had to do something to make selections for alternate ways to do things. I understand. Maybe at age 88 I'm just grouchy that the world is changing under me and I don't know it! Thanks again.

Roger M

Thanks Patrfry. Yes, you are right, Quicken has changed over the years! I had to hunt for this setting, as well. Glad I could help

Roger M

Thanks Patfry. BTW, if you are satisfied with my answer, please click "Like" in my post. Thanks!

NotACPA

Steve Cannon said:

It's no longer "Intuit"ive which is a shame.

Intuit sold Quicken, to an  investment firm, about 3 years ago.