Transfer Categories

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larryd400
larryd400 Quicken Windows Other Member ✭✭
edited February 14 in Registers & Transactions (Windows)

Is there a way to change a transfer category (credit card) to a spending category?

Thanks

Larry

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    The term "transfer category" is an oxymoron. In Q, a category is either an Income or an Expense. One makes you wealthier and the other poorer.

    A transfer does neither. It merely moves an asset (usually cash) from one account to another.

    SO, what exactly are you trying to do?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    All the spending and charges should be in your credit card register. Just include the credit card account in your reports.

    I'm staying on Quicken 2013 Premier for Windows.

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