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Quicken Classic for Windows
Reports (Windows)
Removing transfers to savings as an expense
Texsnyder
I'm using quicken reports to manage cash flow. I want to see transfers to some accounts such as transferring money to pay off a loan. In that case the transfer shows and is part of the bill reducing the principle amount and a separate line shows as an interest expense. However, i want to eliminate transfers to savings accounts as they are just moving money from one account to another and not a net cash out. Excluding all, excluding internal etc.. does not remove the transfer from the income and expense reports.
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Accepted answers
Jim_Harman
If you include both accounts in the report and select "exclude internal" the transfer should not show up in the report. Are you seeing something different?
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Jim_Harman
If you include both accounts in the report and select "exclude internal" the transfer should not show up in the report. Are you seeing something different?
Texsnyder
That worked. I had to recode some of my accounts as savings accounts to make it work but it did remove it. They should have the ability to select individual accounts as transfers. There are too many work arounds.
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