2010 Reports

leenoga

I have 2010 Quicken and find that the report menu is quite inadequate. Biggest problem is the selection of TRANSFER. You have no options other than all or none. For instance if you want to show perhaps insurance & finance payments from an Escrow account you cannot do so unless you also show all transfers such as the transfer from your account to the mortgage company and the mortgage company transfer to the Escrow account etc. Concern for tax purposes is only concerning insurance & finance charges only. You cannot get this information just using insurance & finance catagories separately without printing out all the transfers which gets messy. Do you get what I mean?? I was wondering if any of the later issues of Quicken is any better in respect to printing out better reports???

Chris_QPW

This hasn't changed in reports. There are a few places that it has changed in though like the budget.

EDIT: note in the budget you can separate out To and From, but that is about it.

Tom Young

If you're talking about simply clicking Customize > Advanced and then selecting "Include all" or "Exclude all" in a report where all your Accounts are feeding information to the report, then you're right, it's an all or nothing proposition.

"For instance if you want to show perhaps insurance & finance payments from an Escrow account you cannot do so unless you also show all transfers..,"

That sentence isn't entirely clear. Payments from an Escrow Account for insurance and finance payments aren't Transfers, they are simply cash payments out of an Account (Escrow) charged to two Categories (Home Insurance and Finance Charges?) so no, I'm not getting what you mean.

I think you might be wanting to show a one or two specific Transfers as income or expenses on some Spending Report? (Correct me if I'm wrong.) If that's the case then you can certainly do that currently in Quicken and I believe that ability has always been around, at least from 2010. The general process is to NOT INCLUDE the Account(s) in question from feeding information to the report (to avoid some double counting) and INCLUDE that Account as a form of "Category" in the report, customizing the report in the Transfers area to "Exclude internal."

Transfers so selected as "Incomes" or "Expenses" show up in the last lines of the Spending Report's INCOME or EXPENSES areas as FROM (Name of Account) or TO (Name of Account) like this:

Chris_QPW

@Tom Young looking at how you have done it, I agree and my statement is incorrect.