Transfer via Mobile App (9 Legacy Votes)

Quicken Community
Quicken Community Employee mod
I cannot make a transfer among accounts through the app in my mobile, this should something possible!!!!!
3
3 votes

Implemented · Last Updated

The ability to create/edit or delete transfer transactions in the Mobile App has been added with the 5.15.0 release

Comments

  • Eddy Gil
    Eddy Gil Member ✭✭
    edited December 2018
    debit one account and credit the other one.??
  • Unknown
    Unknown Member
    edited August 2018
    This reply was created from a merged topic originally titled Mobile 2.


    This reply was created from a merged topic originally titled Idea: Transfer between accounts on mobile app.
    I am using the mobile app for the first time in Canada.  I spoke to Quicken support and got everything set up. Support was excellent by the way.  I am trying to enter a transfer between accounts on the Quicken mobile app. It was a long drawn out process where I had to enter the transfer as an expense in one account, categorize it in Transfers (an expense account that I have never used or seen on the desktop version) then create an income transaction in the account that I wanted the transfer to end up in (categorizing it in under the same transfer expense).  Why is there not simply a transfer function and a list of accounts to transfer to, just like the desktop version? Please add this function.

    Note: This conversation was created from a reply on: Transfer via Mobile App.
  • Karen
    Karen Member
    edited December 2018
    Excellent question. I too am trying to figure out how to do this. Doesn't seem that big of a deal to add a transfer function.
  • Unknown
    Unknown Member
    edited December 2018
    This is a serious problem.  I use the mobile app most to track cash transactions.  Often, when I am using cash, I am going to get reimbursed by my company for it.  Rather than recording the cash as an expense, I record it as a transfer to an asset account.  Then I have all the expenses for which I need reimbursed in one account and can reconcile to make sure I seek reimbursement for all appropriate expenses from my company.  The app currently does not support this at all.  And, even with the latest version of quicken, I get an error when i am trying to sync from the desktop to online and have a transfer from a credit card to another account.
  • Unknown
    Unknown Member
    edited December 2018
    Same here. IMHO when the programmers decided that Q Mobile should not support creating a transfer, they exhibited complete INCOMPETENCE. Transferring money from one account to another is one of the most basic functions there is.



    The only (almost) reasonable explanation I can think of as to why they did this: the destination account might not be sync'd to Q Mobile. But the fact that it's not sync'd shouldn't necessarily mean that Q Mobile doesn't know the account exists. Q Mobile should allow me to create a transaction that is a transfer from one account to another. If the destination account is an UNSYNC'd account, then the desktop side could handle reconciling the transfer into the other account.
  • Unknown
    Unknown Member
    edited December 2018
    This reply was created from a merged topic originally titled Create transfer in mobile.


    It is a very basic transaction: move money from one account to another. So IMHO the decision to not allow Q Mobile to create a transfer was just an act of INCOMPETENCE on the the developer's part.


    My guess is that because not all accounts will be sync'd with Q Mobile, they didn't know what to do. To me it's simple: the fact that the other account will not be sync'd doesn't mean that Q Mobile shouldn't know the account exists.


    Make it so that Q Mobile can see the account but not create/edit transactions directly within that account. At the next sync, Q will know what account it belongs with.
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