When running a Transactions by Acct report and asking for 1 category, report incl transfers (Q Mac)

Bruce Fussell
Bruce Fussell Quicken Mac Subscription Member
edited February 11 in Reports (Mac)

When running a Transactions by Acct report and only asking for 1 category the results include additional items like transfers to accounts that do not include the category requested? How can I eliminate those and just get the requested category?

Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    Click on Edit for the report, and go to the Advanced tab. Set the Transfers option to Exclude all Transfers.

    Quicken Mac Subscription • Quicken user since 1993
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @Bruce Fussell,

    We haven't heard back from you in a while. Do you still need assistance?
    Were you able to give @jacobs' instructions a try?

    Check back and let us know! Thank you.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    Checking in once more before this thread is closed.
    Let us know if you still need assistance.

    Thank you!

    -Quicken Anja
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