Reporting on transfers between accounts

lorenzoK
Quicken Windows Other Member
Comments
-
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.QWin Premier subscription0
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 28 Announcements
- 206 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 743 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.6K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub