How can I get brokerage checking transactions to show up in “net income” reports?

Question

It seems the only “accounts” that get picked up in net income report are my bank account and credit cards.  However, most of my income transactions and many expense transactions are done through the checking account associated with my brokerage account.  These transactions are not picked up in the mobile app “net income” monthly reports part of the program, so this part of the program is not very useful.  Is there some way of allowing income and expense transactions realized via a checking account that is part of a brokerage account to show up in these net income reports"

jacobs · Answer

The mobile app is intended as a companion to the desktop Quicken Mac. I don't know if it will ever have the full reports capability of the desktop product. You may find for some things, you simply need to use desktop Quicken to get the data you want.

msmensik · Answer

Many thx.  Actually, the report in the mobile app doesn't really have an equivalent in the desktop program, so your good suggestion is not something that I can do.  I think I have to call Quicken help desk!

jacobs · Answer

Does the income show in a report you create using your desktop Quicken program? It should. Make sure you check the report set-up to be sure it includes All Accounts or the accounts you want included.

If it works correctly on the desktop Quicken Mac, but not on the mobile app, then I can't offer much help because I don't use the mobile app. You might want to post this question in the Quicken Mobile > Errors and Troubleshooting category of this forum.