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Transfers from [Account Not Synced] or Investment Accounts Should Be Included in Income Report/Graph

A typical retired user will routinely transfer funds from investment accounts into spending accounts for living expenses.  The current web app does not include transfers in the income transactions lists or graphs.  This deficiency causes an otherwise positive cash flow in a spending account to look negative.

The transfer should be recognized as incoming funds regardless of whether the the investment account is synced or not.  The current behavior recognizes neither case.
4
4 votes

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Comments

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    In accounting, a Transfer is neither Income nor an Expense ... you're not richer (Income) nor poorer (Expense) after that transaction.
    Look at the Cash Flow reports for what you want.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    What action are you using for the transfer from the investment account?
    Because I just tested using a Withdraw and it works for me.


    The [Brokerage] 150.00 was when I had that account synced and then entered the transfer and synced.
    And the [ACCOUNT NOT SYNCED] 155.00 was after I removed that account from the sync and put in this transfer and synced.
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  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    @NotACPA - There are no cash flow reports in the web app.  Ideally I'd like to see analogs in the web app of the Projected Balances and Total Spending graphs found in the desktop so just like in the Home Page of the desktop I can see if cash flow, historically or projected in my main spending account is positive or negative.  Since Investment accounts aren't included at the transaction level, the suggestion would convert the current graphs into a display of cash flow for the spending accounts.

    @Chris_QPW - The transactions show in the account registers but they are not shown in the Income or Spending sections and therefor do not appear in the Income or Spending graphs in the web app.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    @markus1957 Oh I see, in that case I voted up your idea.
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    (I'm always using the latest Quicken Windows Premier subscription version)
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  • Mastersdk
    Mastersdk Member
    my transfers have to be manually done, this is a real pain.
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