exclude transfers or specific movement from expense income report

Daniel Noel

can anyone help with how to exclude transfers from one account to another or just ability to exclude a movement from the 'expense & income report'?

Thank You

NotACPA

Click the GEAR icon in the upper right of the report window. Click the ADVANCED tab. You can customize how Transfers are handled there.

Daniel Noel

Thanks for the response, the step mentioned 'Click the GEAR icon in the upper right of the report window. Click the ADVANCED tab. You can customize how Transfers are handled there.' isn't resolving my requirement.

NotACPA

Why not? What is/isn't happening? Because I described how it's supposed to work.

Be more specific as to what you want to see, if not simply excluding Transfers from Income/Expense reports.

Chris_QPW

If you are talking about a transfers to/from account A you can go to the customize dialog, Categories tab and deselect the account in that list.

The method @UKR is for the general handling of all kinds of transfers.

Note there isn't any method to exclude just a single transfer.

Daniel Noel

I've set those configurations, limited to the single account (checking), to ignore transfers, as shown below.

report shows high expense for July, where it was a TXFR of funds. This was not an expense, simply a reposition of existing funds.
sorry for the delayed time for response, would like to have a better tracking of income vs expenses.

Jim_Harman

To be specific, to exclude transfers between accounts from a report:

• Click on the gear to customize the report.
• On the Accounts tab, include both the sending and receiving accounts. Note that the Income and Expense by Category report only includes Banking accounts by default, not Investing or Asset accounts. Thus in your example, you would have to add the Etrade account to the report.
• On the Advanced tab, next to Transfers select Exclude internal. "internal" means "accounts that are included in the report".
• If you want to exclude specific transfer accounts from the report, scroll to the bottom of the Categories tab, where you will see all of your accounts listed. Un-check those you want to exclude.