This discussion was created from comments split from: Add ability to include specific "transfer to/from accounts" in Cash Flow report (Q Mac).
I need to show transfers to a 529 account as negative cash flow.
Hello @ubrkmifixm,
Just wanted to check in, as I can see you never received a response to your inquiry.
Do you still need assistance?
Thank you!
Strictly speaking, transfers between accounts are not income or expenses, but if you want to treat transfers from an account as income or expenses for reporting purposes, you can customize the report so that it includes the "spending" accounts but does not include the other account(s). Then if the spending account receives a transfer, the sending account will be listed in the Income section of the report as FROM <account-name>. To customize, click on the gear at the top right of the report.
If you are using the Banking > Cash flow report for a transfer you wan to treat as an expense, you should select the Accounts tab and include the sending account(s) but not the receiving account, and on the Advanced tab next to Transfers, select "Exclude internal". The terminology is confusing, but "Exclude Internal" tells the report to ignore transfers between accounts that are selected for the report (payments from your checking account to a credit card account for example) but to include transfers between the selected accounts and other accounts.
