Large Expense that Really Isn't

Jim Roberts
Jim Roberts Member ✭✭
in Registers & Transactions (Windows)

I have a checking account in Quicken Deluxe and have removed 1000 from it to invest in a bond fund. Quicken shows this as a purchase in the checking and a XIn in the bond fund when purchased. This balances out just fine, but my Income and Expense shows this large expenditure and it really makes the graph look bad.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm gonna take a guess that the (apparently taxable) investment account that holds the bond fund isn't included in your Income/Expense report or graph.

    What happens when you include it?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    How did you transfer the funds from checking to investment? What does the transaction in checking look like?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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