On the Customized Screen, Advanced tab, there is a Transfer selection, consisting of three possible selections: Include All, Exclude All and Exclude Internal. What are these for? How are they used?
Don J
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Did you click the "help" button on that dialog box, then click "Advanced tab" link and read what was said about "Transfers"?
Yes I have! I'm looking for quite a bit more detail. There is only one sentence for each of the three terms used and that is essentially only a definition. I am looking for quite a bit more detail concerning the motivation for each definition and how it is used.
Can you refer me to any literature on how Quicken is intended to be used. I have "Quicken 2003, The Official Guide" by Langer. I find it is pretty light reading. For example, it does't seem to have anything on the subject at hand.
Don J
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Include All means include all transactions with a transfer as the category. So if you pay your credit card from your bank account, it will be included in the report showing the category as [Credit Card].
Exclude All means ignore transfer transactions when preparing the report.
Exclude Internal is the most useful option. Suppose you are preparing a report which includes your Bank, Credit Card and Line of Credit account. This option means ignore transactions between these accounts. So when you pay your credit card bill, this transaction won't be included in the report. However, if you buy a car, and write a check to the dealer where the category is [My Auto], this will be reported, because it's a transfer outside of the accounts reported on.
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