Reporting categories from within split transactions

Feb 06, 2016 4 Replies
I

I'm using Q H&B 2012.



I have one account for my business, another for my personal expenses. During the course of the year, I occasionally use personal money to pay business expenses then at the end of the year I write myself a single reimbursement check from the business account.



During the year I keep a tally of reimbursable expenses then enter them as a split transaction for the reimbursement check.



Unfortunately, when I run a year-end cash flow report the report does not recognize the categories in the split list. It simply records the total as an uncategorized expense.



How can I get the split items to show up in the cash flow report?


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M

replying to infodex, mikebk wrote: I keep my business accounts and transactions in a separate Quicken file from personal financial data. I get business transactions into the business file by:

Making a transaction report (sorted by category) containing the transactions of interest. Copying it to the clipboard and paste it into Excel. Using XL2QIF to convert it into a .qif file. Years ago, I created a cash account in the Quicken file I use for business . I import the .qif file into that cash account in the second file.

I usually put in a transaction for Dec 31 that zeros the balance. That allows me to import spending on the personal account during the year as needed for business reports.

This approach has the benefit of having a clone of the transactions in the business quicken file.

Mike

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D

Well what was your USER ERROR? I'm having thesame issue

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D

Only transactions with a Schedule C tax line associated to the category will show up on Business reports.

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