Separate Expense Categories vs Accounts (Transfers)

Quicken Canada Subscription Member, Windows Beta, Canada Beta Beta
edited October 2024 in Reports

It would be much easier to read and configure the reports if there was an obvious distinction between an expense category and an account transfer.

When configuring reports change the format of Categories that are actually Accounts not categories. The Categories Tool even shows all accounts within [brackets]

  • Allow the user to select ALL Expense Categories or ALL Accounts.

It is confusing to be able to include/exclude transfers in the advanced tab yet have the inclusions of all transfers dependent on a Category from the Categories tab.

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