Transfer via Mobile App (9 Legacy Votes)

Quicken Community

I cannot make a transfer among accounts through the app in my mobile, this should something possible!!!!!

Eddy Gil

debit one account and credit the other one.??

Unknown

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

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

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

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

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.