How does Quicken handle 'Sched' for transfers?

KnnNike

I know that Quicken ignores transactions coded with TXFR, when generating spending reports…as these represent account transfers. What about account transfers scheduled in advance? I'm noticing that these stay coded as 'Sched' in Quicken, even after the transfer date…I would think they should also be coded as TXFR?

Does Quicken ignore these 'Sched' transactions in the spending reports as well? I'm seeing what appears to be inconsistent behavior on this, and while I continue to troubleshoot I wanted to get a definitive sense of what 'should' be happening?

Is there any harm in changing these 'Sched' transfers to 'TXFR' after the fact?

Jim_Harman

The text or number in the Check # column does not affect which transactions are included in reports.

That is controlled by the settings on the Advanced customization tab. For example, here are the settings for the Itemized Categories report.

"Exclude internal" means "Exclude transfers between accounts that are included in the report."

As far as I know, reports from the Reports menu only include transactions that have been accepted into the register, not Reminders, AKA scheduled transactions.