Deposits into an external Savings

Best Answer
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Hi again @pryan12,
What category do those transactions have in Quicken? In the Quicken "bank account" that Acorn draws from, the category used for those transfers should be [name of your Acorn account].
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
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Answers
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Hi @pryan12,
If you click on the "Gear" icon at the top right of the cash flow report and then click on the "Advanced" Tab, you will see that you can adjust the setting for "Transfers" to exclude them.
Let me know if you have any followups.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
hi yes I currently have transfers excluded, but these transactions look like charges from an organization. For reference its Acorns Debits, Acorn automatically takes regular deposits.0
-
Hi again @pryan12,
What category do those transactions have in Quicken? In the Quicken "bank account" that Acorn draws from, the category used for those transfers should be [name of your Acorn account].
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
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