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Re: How to categorize RRIF transfers to a savings account
@NotACPA's approach will allow Quicken to handle the tax reporting correctly, but transfers in Quicken do not get Categories. If you want to show the transfer from your retirement account as inc…6 -
Re: How to categorize RRIF transfers to a savings account
OK, on the Income/Expense by Category report, if you exclude the RRIF account from the report and keep the Advanced > Transfers setting at Exclude Internal, you should see the incoming transfer fr…1 -
Re: How can I track and display net worth versus time?
The easiest way is to scroll to the bottom of the Accounts bar on the left side of your screen and click on Net Worth. For a report, go to Reports > Net Worth & Balances > Net Worth. Set th…1 -
Re: How to delete Several Investment Portfolio Views
You can't delete a Portfolio view, but you can click on Customize and rename the view to "Don't use" or whatever. Alternatively, click on Reset view at the bottom of the Customize…1 -
Re: Recording Transfers that are not Quicken Accounts
Note that marking an investing account as Separate will not increase your net worth. Separate accounts are excluded by default from reports, including Net Worth, unless you explicitly include them. A…1
