Cash Flow Income/Expense Report Question

TerryT
TerryT Quicken Windows Subscription Member ✭✭
edited October 6 in Reports (Windows)

Using QW VR64.23
I have a Cash Flow Income/Expense Report in one file that has three major headings: Income, Expense and Transfers. In the second file I have a report that is set up identically, as nearly as I can tell, but only has two major headings: Income and Expense. Transfers are included at the bottom of the Income and Expense sections.
Any suggestions on how I can create the Transfer section in the report that doesn't have one?

Is there a way to export a report from one file to another? That might allow me to accomplish my objective.

TIA, Terry

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Click on the gear at the top right to customize the report. There is an "Organization" dropdown on the Display tab. If you select "Income and Expense" you will get separate sections for income, expenses, and transfers. If you select "Cash flow basis" the sections change to Inflows and Outflows and the transfers are grouped in the corresponding sections.

    Does that explain what you are seeing?

    QWin Premier subscription
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