A tag is not showing up in budget reports

katem5689
katem5689 Quicken Windows 2017 Member ✭✭
edited April 9 in Reports (Windows)

I created a Business Salary tag for when I transfer money from my business checking account to my personal checking account. But the transactions do not show up in my spending reports. I've tried to do it as an Itemized Tags report and as a regular spending report. The tag doesn't even show up as a tag column in the Itemized Tags report.

Is this because they are transfers instead of regular expenses? I thought it might be but I can't find how to specify including transfers in my reports.

Thanks for your help.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That would be because a transfer isn't "spending".

    An income item increases your Net Worth. An Expense item decreases your Net Worth.

    A transfer does neither. It merely moves money from one pocket to another.

    The budget report shows Income and Expenses.

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

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