The Advanced tab is typically not found on graph-only displays.īut the user can still remove transfers from any display that provides Customization that includes the Categories tab.
The option to exclude transfers is found on the Advanced tab of report Customization dialogs. In some reports/graphs, transfers can be eliminated completely, preventing them from affecting the net amount of the report/graph. but the transfer amounts are still treated as either income or expense - thus altering the net amount of the report. In some reports/graphs, transfers are displayed separately from non-transfers. The original poster does not appear to understand that EVERY Quicken transfer amount is either income or expense.
How to stop transfers from being treated as Income & Expense
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