I'm new to QO, so I may be missing something. But, I've got my checking account, mortgage account and CC account all on QO. I have used Transferout/transferin as suggested when paying from the checking to one of the other accounts. However, transerout does not show up as on option on the budget account dropdown. How do I budget these transfers to other accounts if I cannot select transferout?
You have to create a category for each of these accounts. For example I have a category for "Discover Card" that I use instead of using the transfer out.
The only drawback to doing it this was is you have to un-check the accounts that you classify this way so that their transactions don't show up in trends.
For example...under accounts I have checking, savings, discover card. Only checking is checked to show up in my trends. This means that charges to my discover card do not show up as expenses in trends until I make a payment and then they only show up as "discover card".
For me this is OK because discover has an expense tracking feature similar to quicken online and I only use it for major purchases. If you use your credit card for monthly expenses the only way to track it is to keep it in trends and use the transfer out feature so as not to double count the expenses (once in the credit card statement and once when you pay the statement off).
