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Quicken 2005: Budget report bug? (xfr to SG account appearing under INFLOWS)

 

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Quicken 2005: Budget report bug? (xfr to SG account appearing under INFLOWS) Mark 10-19-2006
Posted by Mark on October 19, 2006, 11:22 am
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I'm wondering if this is a bug (and if not, then what's going on)....

I use savings goals accounts (hosted by a Savings account) to track some of
my budgeting. I set it up as follows:
- Accounts tab: include the hosting Savings account, but not the savings
goal accounts (so "Exclude Internal" will work below).
- Categories tab: select the savings goal accounts
- Advanced tab, Transfers pick list: Choose "Exclude Internal"

I see type types of behavior--one expected and one unexpected:

- In one case for savings goal "Medical" I see a single line item under
INFLOWS called "FROM Medical" and a single line item under OUTFLOWS called
"TO Medical". This makes sense to me.

- In another case for savings goal "Auto Mtc", I see two line items under
INFLOWS--one called "FROM Auto Mtc" and the other called "TO Auto Mtc". I
see a single line item under OUTFLOWS called "TO Auto Mtc". I can understand
the line item under OUTFLOWS, but do not understand why I am seeimg a "TO
Auto Mtc" under INFLOWS. Note that this "TO" entry seems to always show up
with zero amounts under INFLOWS but the "TO" entry under OUTFLOWS is
correct.

Any ideas?

Thanks,
Mark



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