Include Loan Principal in Spending Reports?

Is there a way to get a report of spending which includes the amount that goes to reduce the balance in a loan account?

For me, a spending report would be most useful if it included all outflows from banking accounts. The existing reports such as the Spending by Category graph and the Category Summary report do not include any amount which is transferred to a loan account.

Say for example I make a mortgage payment of $1000: $500 applied to interest and $500 to principal. If that payment occurs in a month where I spend a total of $2000, the Quicken reports will show only $1500 for the month because they do not include the $500 which goes to the balance of the loan account. While this is accurate when calculating my bottom line net worth, it is not very helpful when looking at how much was spent out of my bank accounts.

I have tried deselecting the loan account in the "Create Summary Report" but so far have not found a way to get my desired result.

Best Answers

  • twr102947
    twr102947 Member
    Accepted Answer
    Thanks! That was what I was looking for.

Answers

  • twr102947
    twr102947 Member
    Accepted Answer
    Thanks! That was what I was looking for.
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