Report skipping a Transaction because it is *from* an excluded account

HopeAndShawn
HopeAndShawn Quicken Windows Subscription Member ✭✭
edited 4:47PM in Reports (Windows)

Hello,

I have a report setup to show transactions with a specific tag from selected accounts. Transactions are being skipped if they are from an excluded account. I would still like to see the destination transactions in my report, just not the origin transactions.

Thanks in advance,

Shawn

Edit to add/correct:
It is a transfer transaction that is not showing up. I tried updating the Advanced setting in the Report to include all transfers - didn't work.

Even if I include the account, the transaction I want to see is not added. If I change the category so it is not a transfer transaction, it does show up, but that defeats the purpose of the transfer transaction.

Edit to say solved:

"I tried updating the Advanced setting in the Report to include all transfers - didn't work." Apparently, it did. I just didn't see the new section added to the bottom of the report (off-screen in a clean cut way). Changing the Display Organization of the Report from Income & Expense to Cash Flow Basis helped me see it worked.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @HopeAndShawn,

    Thank you for sharing your experience and the solution that you found!

    Hopefully, it'll help others encountering similar issues!

    Quicken Kristina

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

    Another way to include transfers to and from accounts that are not included in a report is to select "Exclude internal" from the Transfers section on the Advanced tab. With that selection, transfers between accounts that are included in the report do not appear, but those to and from other accounts are shown.

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