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Quicken Classic for Mac
Reports (Mac)
Showing Transfer For Accounts Outside A Report?
jsurpless
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
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Accepted answers
jacobs
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.
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volvogirl
For one thing 401K contributions are not an expense. You still have the money it's just in a different account.
jacobs
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.
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