Problem with Income & Expense Card on Desktop

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Dr J G
Dr J G Member ✭✭
edited July 2023 in Reports (Windows)

How do you prevent the Income & Expense Card on the desktop from listing a transfer of funds between accounts from showing up as an expense ?

Income and expense reports are ok, but the desktop card wants to display the transfer as an expense when it is not an expense.

I can't find a place to correct this.

Quicken Premier

Version R50.14 Build 27.1.50.14

Windows 10 Home

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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
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    What type of accts are you transferring from … because xfers out of retirement type accts into non-retirement accts are income.

    Also for the accts involved, what have you set as the Tax Attributes?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Dr J G
    Dr J G Member ✭✭
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    I am transferring from one bank account to another bank account. Actually, I closed one Money Market account and transferred the funds to a new Money Market account with better interest. It is within the same bank.

    Also, where do I look for the tax attributes. I don't think it is set for any tax attribute.

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