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JC,

Thanks for your reply.

Yes, I was able to recover and rebuild my pension account history from backups.

I see what you have suggested, but I don't think that would achieve my aim of showing money withdrawn from my pension account as an income category, rather as a transfer from one account to another.

I have found my own, clunky, way of achieving my aim. I created a dummy cash account as a bookkeeping halfway house for my pension payments. I record my pension payment going into the dummy account as a paycheque with my intended (actual) account listed as a secondary deposit account to the full value of the pension payment. This allows the pension payment to be allocated an income category. To lower the balance of my pension account, I transfer the value of the pension into the dummy account. to avoid inflating my cash balances, this dummy account is set as a hidden account.

this outcome allows me to see my pension as income on a budget report.

That said, I see this as a major weakness of the RPP product. There must be many, many Reckon customers who are retirees who are taking an income from some form of retirement account. there should be a way of recognising this reality.

thanks for the assistance.