Budget Report

Mary108
Mary108 Member ✭✭
edited March 2022 in Reports (Windows)
Why am I able to record a recurring transfer between accounts in the budget planner, but the transfer does not show up in the budget report?
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Best Answer

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You will need to customize the budget report to show the transfers.  Click the gear, go to the Advanced tab and under "Transfers" select "include all".  Then save this version of the report and use that rather than the standard report.

    Quicken Windows user since 1993.

Answers

  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    Reports only filter transactions.  They do not include reminders.
  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You will need to customize the budget report to show the transfers.  Click the gear, go to the Advanced tab and under "Transfers" select "include all".  Then save this version of the report and use that rather than the standard report.

    Quicken Windows user since 1993.

  • Mary108
    Mary108 Member ✭✭
    Thank you very much! perfect!
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