is there a way to show credit card payments (transfers) in a report

nancy tompkins

how can i generate a report that shows my transfers between accounts?

RickO

Click menu Reports > New Report > Transaction Report.

When the report opens, click the customize button. In the Category tab, select the "Include only transaction with selected categories" option and checkmark only the Transfer categories (assuming you've used those categories in the transactions).

You can also limit which account(s) to include. If you include all accounts, the total line will be zero because every transfer out will be balanced by the corresponding transfer in.

RickO

Click menu Reports > New Report > Transaction Report.

When the report opens, click the customize button. In the Category tab, select the "Include only transaction with selected categories" option and checkmark only the Transfer categories (assuming you've used those categories in the transactions).

You can also limit which account(s) to include. If you include all accounts, the total line will be zero because every transfer out will be balanced by the corresponding transfer in.

jr7107

I can outline how to complete via a Cash Flow report, then you can tweak for multiple accounts.

1. Go to Reports.
2. Select Cash Flow report and then "Customize".
3. Display Tab, Date range Year to Date.
4. Accounts Tab, Clear All and then select the single Credit Card account to work with.
5. Advanced Tab, Transfers, Include All.
6. Report will produce an "Inflows" line item. Select the "Column" drop down to monthly and you will see the source of "inflows" on a monthly basis.

In my case it shows a single source of payment from an existing Quicken account, or the monthly payment. If there are payments coming into the CC account from a non-Quicken account (no transfer) that would need to be tracked another method, likely with a category.

Let us know if this works.

jr7107

Noting that my comment for was for QWin and not QMac. No cash flow reports in QMac I have been advised.