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Reporting on transfers between accounts

Hi, Never used the community help before.
I would like to report on cash transfers I make between 2 Schwab One investment accounts. What 'canned' report should I use to show the transactions of this money movement?

Thanks :)

Answers

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    One way you could do this would be with the Banking > Transaction report.

    Click the gear to customize the report and on the Categories tab, click Clear all then scroll to the bottom and select the two Schwab accounts. This will include transfers to and from these accounts. If you have made transfers to other accounts and you do not want them included in the report, click on Accounts and de-select them.
    -- Jim QWin Premier subscription
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