Showing Transfer For Accounts Outside A Report?
jsurpless
Member ✭✭✭
Is this feature from QM2007 planned/requested?
I ask because right now my retirement account transfers don't show up in my Category Summary reports as an expense even though those accounts aren't included in the report.
As a result, it looks like I have more $$$$ each month than I really do
This is because I am using [Transfer] as the category. I thought about assigning a 'Retirement' category to the transfer which causes it to show up in the report but I don't really want to do this since I have almost 20 years of biweekly 401k transfers
I ask because right now my retirement account transfers don't show up in my Category Summary reports as an expense even though those accounts aren't included in the report.
As a result, it looks like I have more $$$$ each month than I really do
This is because I am using [Transfer] as the category. I thought about assigning a 'Retirement' category to the transfer which causes it to show up in the report but I don't really want to do this since I have almost 20 years of biweekly 401k transfers
0
Best Answer
-
Yes, showing transfers in reports is planned, as is allowing selective use of transfers in budgets for such non-expense, cash-flow events as savings and loan payments.Quicken Mac Subscription • Quicken user since 19935
Answers
-
For one thing 401K contributions are not an expense. You still have the money it's just in a different account.
I'm staying on Quicken 2013 Premier for Windows.
0 -
Yes, showing transfers in reports is planned, as is allowing selective use of transfers in budgets for such non-expense, cash-flow events as savings and loan payments.Quicken Mac Subscription • Quicken user since 19935
This discussion has been closed.