Is it possible to mark a Transfer Transaction as Income via a Category
Hi All
I recently did some House Keeping to align my pension account drawdown with my bank. Essentially I created a reminder transaction that deducts money from one account (Pension) and transfers that amount to another account (Bank). The result of this is that to amount received into the bank account is uncategorised, and in fact becomes 'invisible' to the Income and Expense Graphs and Reports.
Is there any way to fix this so the the amount received into the bank account can be included in those reports as say Income?
Please attached.
Thank you.
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Income_Issue.png
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Income_Issue.png
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1 Posted by mhoggie on 24 Jul, 2024 12:30 PM
just a user,
You might try checking the box on your reports to show transfers to or from Non-Source Accounts.
That should pick up that activity.
Mike
2 Posted by David Charles P... on 24 Jul, 2024 07:19 PM
Dear mhoggie
Absolutely Spot - Thank you so much.
Kind Regards
David Potter
System closed this discussion on 23 Oct, 2024 07:20 PM.
David Potter re-opened this discussion on 10 Nov, 2024 08:05 AM
3 Posted by David Potter on 10 Nov, 2024 08:05 AM
Hi Mike
You helped me with this problem back in July. It has occurred once more but despite the show transfers being turned on, it fails to detect and report a transfer from one Bank Account to another Bank account. I have checked everything I can think of but I can't figure it out. Any further advice you can offer please?
Best wishes - David
4 Posted by mhoggie on 10 Nov, 2024 12:37 PM
just a user,
You might try using Tags. I've done that many times when for some reason the report does not work as expected for some reason. Just use the Find and Replace Extension to find all the transactions you need in the report and add a unique tag to all . Then you can use the Tag filter on the reports to pick up those transactions.
5 Posted by sth on 10 Nov, 2024 04:50 PM
To make transfers appear you can't have both bank accounts in the report. It needs to list transfers into and out of the report accounts as a whole.
(NOT IK support)
6 Posted by David Charles P... on 11 Nov, 2024 07:52 AM
Thank you both very much for your help with this. The problem was I did
have the sending account in the right hand account selection pane. So
all now sorted.
Thank you so much.
Kind Regards
David Potter