Showing Transfer For Accounts Outside A Report?

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

Best Answer


  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    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.

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