Handling transfers (in reports)

dorothy123
dorothy123 Quicken Windows Subscription Member
edited October 2022 in Reports (Windows)
Transfers between bank accounts (savings to checking, etc) show up in reports as an expense in the FROM account and an income in the TO account. How can I remove them so that it doesn't skew my reports?

I want to get an accurate report of expenses, but it shows the transfers as an expense.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you don't want to see any transfers at all then customize the report (gear wheel), go to the Advanced tab and select "Exclude all" in the Transfers area of the page.
  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Depending on the report, if you click the gear to customize the report and go to the Advanced tab, there is a dropdown menu for "Transfers" where you can exlcude various types of transfers from the report:


    Quicken Windows user since 1993.

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