FAQ - Transfers between accounts are not being shown as expenses in the chart details - Australia


I have regular transfers scheduled from a client's cash account into their Investment. However, these transfers are not shown on the Expenses tab even though I do see the funds being added to the account on the Investments tab.  Why are these transfers not listed?



These transfers are not tracked as expenses because they are not really expenses. The contributions are not coming from income to make a planned contribution, rather they are being moved from one account to another. We do not use them to position the black need line on the cash flow chart, which is why they are not shown on the Expenses tab of the Cash Flow chart.  The transfers will be shown, however, on the Cash Flow tab of Year View. 

If you want contributions tracked as expenses, remove this transfer and enter it instead as a contribution (in an annual amount) in the Contribution field. Also be sure to select a contribution period (start and end events) in the Timing section.