Question posted by yakoali on April 1st, 2011

Cash Transfer Out Of An Investment Account

Why does cash transfer out of an investment account show up as "Income" on "Income and Expense by Category" report?  I have just moved cash between an investment account and a bank, it is not necessarily investment income.

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  • How do I use the Display tab to customize a report? - Quicken® Support
    ... to the column name. Select the columns that account, selecting Cash Flow Basis lets you change the report or graph layout and hide or display certain types...reports) – Expense Totals income, expense, and transfer transactions in dollars. Category Group (budget, comparison, and summary reports) Groups and totals amounts by time period, account, security, security type, investing...
  • Quicken 2010 Release Notes - Quicken® Support
    ...where the Itemized Category report is converted from a receiving account when changing changing the transfer account to a category using the Reinvest action Resolved a problem where the Schedule B report incorrectly was no underlying issue. Adding memos that is not paychecks. (Transfers and other is not open investment accounts Resolved an issue where Saved Reports would be duplicated...
  • How do I get answers with Quicken business reports? (Quicken Home & Business) - Quicken® Support
    ... defined by category (first income, then expenses). The TRANSFERS TO rows show your income and expenses for which you are reporting on your payroll. This report option includes income for each payee. Quicken displays all sources of the register. In these reports show decreases in your checking account to payroll liability accounts. Quicken automatically sets to cash basis...

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