Investing Account - How to create a report shown deposits
How can I create a report to display only deposits from the investing account? I see transactions labeled "deposit" under the "Action" column, but I cannot find how to generate a report.
Answers
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I'm a bit confused by your terminology. Do you mean transfers into a bank account that originate in an investing account?
If so, why can't you run a report using the bank account(s) as the basis and customizing it to show these transactions?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
The report was somewhat helpful. It included all transactions because there was no option to filter for "deposit." I can get the data into Excel to create my own report. However, I did notice that the report shows a blank for the transaction line that shows "deposit" in the register😞.
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I just created the report that I described, using an Investment account as the "category" for the banking transaction.
Worked exactly as I expected, with only the "transfers" between the accounts shown. Is there some other "deposit" from investment to banking that you're talking about?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
