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Quicken Classic for Windows
Reports (Windows)
Unable to see transfers in Monthly reports (Quicken Premier)
Richard Roberts
In the past (2017, and 2018), my monthly reports was able to show transfers (as income) when money is moved from an investing account into a checking account (being retired, this is part of my monthly "income"). Now (using Windows 10, Premier) I can show and adjust the transfer-into account in my budget, under Planning, but I can't get it to show in my monthly Report. Is there a way to get this to show the transfer as income in the Monthly Reports?
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Accepted answers
Jim_Harman
What monthly report are you referring to?
On the Cash Flow report for example you can see transfers if you click on the Advanced customization tab and next to Transfers sleect Exclude Internal
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Jim_Harman
What monthly report are you referring to?
On the Cash Flow report for example you can see transfers if you click on the Advanced customization tab and next to Transfers sleect Exclude Internal
Richard Roberts
Jim_Harman,
Thanks for your prompt AND accurate response. I was referring to the cash flow report which I look at each month and end of year. Your comment reads "Advanced customization tab and next to Transfers select Exclude Internal" but actually, I needed to select INCLUDE Internal.....then it worked and the transers showed up on my report. Thanks so much for your help!
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