How do I make Cash Flow Report show transfers that are credit card payments

prbsparx

I have a cash flow report that is setup to only show transactions in my checking account.

My ideal would be to see transfers to specific accounts (Credit card, 401k, hsa, stock plan) but that's not possible. I'm going to open a feature request for this functionality.

In the meantime, I'm trying to see cash flow in (paychecks) to my checking, and cash flow out of it including credit card payments.

I see under Edit Report > Advanced > Transfers there are options for "Transfer" and "Credit Card Payment" under "Include selected transfers with accounts outside of report" but no matter how I categorize a transfer it does not show up when I only have Credit Card Payment selected.

How do you make credit card payment transfers show up in a cash flow report?

Boatnmaniac

(Deleted this post as it was applicable to QWin, not QMac.)

jacobs

@Boatnmaniac The question was about Quicken Mac which is similar but not entirely the same as Quicken Windows in this area.

@prbsparx Please see my reply on your other post. You're in the right place: the Advanced tab. But the include "Transfer" and "Credit Card Payment" are only useful to someone who has created transactions using the generic "transfer" or "Credit Card Payment" categories — not if you have links transfer to specific accounts. Instead, you should check the radio button for "Include selected transfers with accounts outside of report" and go the the Accounts tab and de-select the accounts for which you want to see transfers. Then you'll see those transfers in your report.

Boatnmaniac

@jacobs - Sorry about that. I've been noticing when I click on a link for a post, sometimes when the page comes up the it does not show the very top of the page. Then I miss that detail. I have to remember to scroll up to the top when that happens so I don't make that mistake again. I've deleted my post above. Thanks for bringing it to my attention.