Tagged Transfers Not Showing in Reports

Josh3453

Hi Everyone. Hoping you can advise how to fix this. I'm using Quicken Classic Business & Personal for Mac, Version 8.2.1. I'll try to summarize this quickly.

Every month, I set aside money for Auto Insurance to pay when the renewal policy comes out. I'd like a way to easily track the amount I put away. Today I tried transferring the money to a savings account, adding a tag of "Auto Insurance". When I go to run a report, say Transactions by Tag report, the Transfer does not show up. To troubleshoot, I added the tag to an expense, and that expense transaction shows up on the report. Any idea on how to get the transfer to show up on the report?

Jon

Edit the report (Click on the Edit button just below the report title), go to the Advanced tab, and change the Transfers option to "Include selected transfers with any account in this report". Make sure the Transfer option below is checked.

Jon

Edit the report (Click on the Edit button just below the report title), go to the Advanced tab, and change the Transfers option to "Include selected transfers with any account in this report". Make sure the Transfer option below is checked.

Josh3453

This Fixed it! I knew it had to be something simple. Much appreciated, Jon!