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Quicken Classic for Windows
New to Quicken/Getting Started (Windows)
About spending reports
shaw1881
I have been using quicken for several years, but am still a novice. I have two categories (one income, one expense) that I use to transfer money betwen banking accounts. Since I shop interest rates, I tend to do a fair amount of transferring. The category DOMINATES my spending report to the extent that it is kind of difficult to see quickly what is happening with my actual expenditures. Is there a way to do a spending report eliminating this fake/bogus category, or can I change to not look like spending?
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Accepted answers
Sherlock
The
Transactions
view on the
Spending
tab does not allow us to filter specific categories. We may only filter for
Spending
,
Spending without taxes
, and
Income
.
If you want to continue with the category approach for your transfers, I suggest you consider merging them into one category. To filter the transactions, I suggest you consider using an Expense type flagged as
Tax related
.
All comments
NotACPA
Why aren't using Q's ability to transfer directly between the accounts by using the OTHER account's name, enclosed in square brackets, as the category in the originating account. E.G., [Other account's name].
Thus eliminating the entire need for those 2 categories.
OR, you could just choose to not include those 2 categories in your spending reports.
shaw1881
I have trouble getting some banks to download directly in to Q. I'm not sure the capability that you mentioned existed or at least worked well when I started this madness a few years ago. I've tried eliminating the category in the report but it didn't seem to work well. I'll try again. I usually look at the report directly from the spending tab and I don't see that capability there. Thanks!
NotACPA
The ability to transfer between accounts, in Q, has existed since at least the Q Dos Version 5 (it's currently on version 27).
Why did "eliminating the category" not work? Elaborate.
Also explain how you're creating the report, and why you're not using the Reports menu.
Sherlock
The
Transactions
view on the
Spending
tab does not allow us to filter specific categories. We may only filter for
Spending
,
Spending without taxes
, and
Income
.
If you want to continue with the category approach for your transfers, I suggest you consider merging them into one category. To filter the transactions, I suggest you consider using an Expense type flagged as
Tax related
.
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