How can I get transfers to show up as income in the Bank Summary YTD report

chazkov

When I set up a cash flow report transfers from an IRA to the bank show up as inflows which is ehat I want.

When looking at the Bank Summary report Income items are shown separate from distributions from an IRA account. IRA distributions show up at the bottom of the report as trasfers. Is there a way to get the transfers shown as an income item since they are taxable.

Jim_Harman

In the Banking Summary report, click on the gear at the top right to customize. On the Display tab, set the Organization to Cash flow basis. Incoming transfers will then be grouped with other inflows.

Note that transfers are not really income in an accounting sense, because they are like moving your money from one pocket to another.