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Quicken Classic for Windows
Reports (Windows)
Budget Report
Mary108
Why am I able to record a recurring transfer between accounts in the budget planner, but the transfer does not show up in the budget report?
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Accepted answers
bmciance
You will need to customize the budget report to show the transfers. Click the gear, go to the Advanced tab and under "Transfers" select "include all". Then save this version of the report and use that rather than the standard report.
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Sherlock
Reports only filter transactions. They do not include reminders.
bmciance
You will need to customize the budget report to show the transfers. Click the gear, go to the Advanced tab and under "Transfers" select "include all". Then save this version of the report and use that rather than the standard report.
Mary108
Thank you very much! perfect!
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