Why don't distributions show in cash flow report?

chazkov

I do monthly distributions from an IRA. These distributions are not included in the cash flow statements. How do I get these amounts to be included?

When looking at the tax report these amounts do show up as taxable income which is correct.

Jim_Harman

The stock Cash Flow report includes banking accounts but not investing accounts. If you click on the gear to customize the report and go to the Advanced tab, you will see that the Transfers setting defaults to Exclude all.

To see transfers to and from your investing accounts, change the Transfers setting to Exclude internal. The will include the investing transfers but exclude transfers between your spending accounts, such as when you pay a credit card with a transfer to the credit card account.

If you want to further control which transfers are included, you can go to the Categories tab and select individual investing accounts to include or exclude.

Jim_Harman

The stock Cash Flow report includes banking accounts but not investing accounts. If you click on the gear to customize the report and go to the Advanced tab, you will see that the Transfers setting defaults to Exclude all.

To see transfers to and from your investing accounts, change the Transfers setting to Exclude internal. The will include the investing transfers but exclude transfers between your spending accounts, such as when you pay a credit card with a transfer to the credit card account.

If you want to further control which transfers are included, you can go to the Categories tab and select individual investing accounts to include or exclude.