Report does not include transfers

MSStateDawg

I use reminders to enter expected transactions 6-12 months into the future. I created an "Unreconciled" report which will quickly show me the unreconciled items coming up soon.

Some of my items are transfers from one checking account to another. Though I have the report configured to "Include all" transfers, they do not appear in the report.

There are no matching filters in place.

Any suggestions?

Boatnmaniac

I think the first thing I would do:

• Are all the appropriate accounts selected?
• Are all the appropriate categories selected?  In particular, are the transfer categories...the ones inside brackets...selected?
  

MSStateDawg

Boatnmaniac said:

I think the first thing I would do:

• Are all the appropriate accounts selected?
• Are all the appropriate categories selected?  In particular, are the transfer categories...the ones inside brackets...selected?
  

Thank you.

Yes, all accounts and categories are selected. Just confirmed.

Jim_Harman

What built-in report are you starting with?

MSStateDawg

Jim_Harman said:

What built-in report are you starting with?

Managed to recreate the report and all is well. Other report must have been corrupt.

Started with the easy answer "Where did I spend my money during the period.....". Then, I double-click a category to get the transaction detail for that category. Then, I modify it by including all accounts, categories, and payees but restrict it to Not Cleared then save that. This is a quick way for me to see at a glance which transactions are coming up.