How to "exclude" some accounts......not others

"treasur2" wrote .

What version of Quicken are you using? "Internal" transfers are treated differently in different versions of Quicken.

The "Internal" in "Internal transfers" has nothing to do with the account type, and it has no meaning outside of reports.

The most common definition of internal transfers (the one used in most versions of Quicken) is a transfer where both halves of the transfer would otherwise have qualified to be included in the report ... thus "Exclude internal" would exclude two transactions for each transfer between two accounts included in the report. (Conversely, if you had excluded one of the accounts from the report, the half of the transfer that appeared in the second account, would be included in the report).

The less common (but, mostly, newer) definition of internal transfers (used in Q2004, Q2006, and Q2007) is transfers only "within" the same account; limiting the usefulness of the option to excluding things like "opening balances" and adjusting entries.

You can also control the inclusion/exclusion of transfers using the category list on the Categories tab in the report Customize dialog. There you can exclude specific "account categories" (my term for the account name in square brackets); either one or both halves, depending on the account categories you choose. This is a necessary alternative when you have Q2004, Q2006 or Q2007 and you want to exclude "internal transfers" as they were traditionally defined.