Cash transferred from one brokerage account to another shows as an expense in the receiving account?

Ray Ray
Ray Ray Quicken Windows Subscription Member ✭✭
edited March 2024 in Reports (Windows)

The receiving account shows the trnsaction as a "Xln", but reports show it as an expense.

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I edited the title for you.

    What report shows this?

    Which account is included in the report customization, or is it both accounts?

    On the Advanced customization tab, what selection have you made under Transfers?

    These settings affect how transfers are shown in reports.

    QWin Premier subscription

Answers

  • Ray Ray
    Ray Ray Quicken Windows Subscription Member ✭✭

    The question should start "A transfer of cash….."

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    I edited the title for you.

    What report shows this?

    Which account is included in the report customization, or is it both accounts?

    On the Advanced customization tab, what selection have you made under Transfers?

    These settings affect how transfers are shown in reports.

    QWin Premier subscription
  • Ray Ray
    Ray Ray Quicken Windows Subscription Member ✭✭

    income/Expense by Category

    The receiving account shows the expense. (Sending account does not show it)

    changed from “exclude internal “ to “exclude all” and it is fixed!

    THANKS!!

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