Lifetime Overview Report - Add a checkbox selection for "Transfer to liabilities"

aks948a21
aks948a21 Quicken Windows Subscription Member ✭✭

We have the option in the current report for "Transfers to Assets/Investments". There should be an option to have a "Transfer to Liability" also as an option. When checked, the following should happen:

a) A new column titled " Net Transfers to Liabilities" should show up that shows the transfers from/to the liability accounts.

I am using this report to show the following behavior

a) what is my savings? (shown in the current "Net Income" column if we un-check the boxes "Investment Income", "Realized Gains" and "Un-realized Gains") - But these savings are over-stated if you have expenses that are used to as an example pay down car debt or mortgage liability accounts since it does not include transfers to liability accounts. This behavior need not change - please see my postscript note below.

b) How have I used this savings? Shown by "Net Transfer to Other Assets" and "Net Transfers to Investments". There should be an additional column that shows "Net transfer to liability" - since you can use the savings in these 3 ways.

PS: Please note the "Ending Net Worth" is calculated properly even though the "Expenses" column does not include the transfers to the liability accounts.

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