Overview
By default, Quicken Simplifi excludes Transfers, including Credit Card Payments, from Reports because moving money between accounts doesn't change your net worth. However, you can choose to include Transfers in Reports when needed.
Note: To learn how to include Transfers in the Spending Plan, see Handling Transfers in the Spending Plan on the Mobile App. To learn how to include transfers in Reports, see Handling Transfers in Reports.
How Does It Work?
Transfers include transactions assigned a Transfer Category, such as Credit Card Payment, as well as Linked Transfers that move money between accounts. By default, these transactions are excluded from Reports.
Note: In the current design, positive Transfers are treated as income, while negative Transfers are treated as expenses when included in Reports.
Include transfers in Reports
You can choose to include individual Transfer transactions or recurring Transfer Series in Reports. For Linked Transfers, you can include either or both sides of the transfer, giving you control over how the transactions appear in your Reports.
Include a Transfer Transaction
Tap the Menu icon (three lines).
Tap Transactions.
Locate and select the transaction you want to include in Reports.
Scroll down and uncheck Exclude from Reports.
Tap Update to save your changes.
Note: To include both sides of a Linked Transfer in Reports, repeat these steps for the other side of the transfer.
Include a Recurring Transfer Series
Tap the Menu icon (three lines).
Tap Settings, then Recurring Series.
Locate the Recurring Transfer Series you want to include in Reports and tap the three-dot icon next to it.
Tap Edit Series.
Scroll down and uncheck Exclude from Report.
Tap Update to save your changes.
Note: For recurring linked transfers, you can choose to include either or both sides of the transfer: the Money Out side (linked to the Select Account field in the recurring series setup) and the Money In side (linked to the Category field).
To learn more about handling Transfers in Reports on the Web App, see Handling Transfers in Reports.
If you have any questions about Quicken Simplifi, our support team is here to help.