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Posted by treasur2 on August 28, 2006, 3:03 pm
Please log in for more thread options Q 2005 Home & Business
John Pollard wrote:
> .
> > When I run a report I get some account transfers included and
> > not
> > others.....I know where to play with this
> > (customize/advanced/transfers) ...........but what does
> > "exclude
> > internal" transfers mean...........what is an "internal
> > transfer".........whats not? Appears to me to be quicken
> > considers some
> > accounts to be "internal" and not others..........which ones?
> > Is there
> > a list? Am I misinterpreting this?
> >
> > It appears to me quicken considerss a "cash" account, an
> > "internal"
> > account, while all others are not.
> >
> > Educate me.......whats and "internal transfer"?
>
> 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.
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup
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