How do you budget Transfers?

TXShooter

In Planning | Budgets, how do you put Transfers into Budget Reports? Or better yet, how do you categorize a transfer so that you can budget it, and thus put it into Budget Reports?

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JustMeHere

You can budget transfers in Quicken Windows.  Go to the budget and select Manage Budget Categories and then either Transfers In or Transfers Out as the case might be.

And select the account in question.  But note since you are selecting an account not an individual transfer (which doesn't have a "category") you better want all of the transfers in (or out) of that account in that budget line item.  Note to make it appear on in the budget report make sure you are including transfers on the Advanced tab when you customize the report.

JustMeHere

You can budget transfers in Quicken Windows.  Go to the budget and select Manage Budget Categories and then either Transfers In or Transfers Out as the case might be.

And select the account in question.  But note since you are selecting an account not an individual transfer (which doesn't have a "category") you better want all of the transfers in (or out) of that account in that budget line item.  Note to make it appear on in the budget report make sure you are including transfers on the Advanced tab when you customize the report.

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