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Transer between accounts

Unknown
Member
Quicken Deluxe for Mac 2018 (ver 5.5.7)
I sold some shares of a mutual fund. When downloaded, the proceeds show up as cash in that account. This is what I would expect and is correct.
However I can not seem to enter a manual transfer for that amount to the checking account it was sent to, I do a new transaction, select Payment/Deposit and set the category to Transfer with the desired checking acct. then enter the amount. When I hit save, it reverts to a Sell catagory and no transfer is made. How do I get the Cash from the Mutual Fund Acct to transfer to th proper checking Acct?
I sold some shares of a mutual fund. When downloaded, the proceeds show up as cash in that account. This is what I would expect and is correct.
However I can not seem to enter a manual transfer for that amount to the checking account it was sent to, I do a new transaction, select Payment/Deposit and set the category to Transfer with the desired checking acct. then enter the amount. When I hit save, it reverts to a Sell catagory and no transfer is made. How do I get the Cash from the Mutual Fund Acct to transfer to th proper checking Acct?
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Comments
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Try enabling the Transfer column (menu View > Columns) and put the transfer account there.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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Can you post a screenshot of the transaction before you hit Save? Make sure the column headers are included in the screenshot.RickO said:Try enabling the Transfer column (menu View > Columns) and put the transfer account there.
https://getsatisfaction.com/quickencommunity/topics/faq-how-do-i-post-a-screenshot-in-the-community-...Quicken Mac Subscription; Quicken Mac user since the early 90s0 -
Kenneth, It looks good to me. When you hit save, it reverts to a Sell with no transfer? That's clearly not right but I'm unable to duplicate it.RickO said:Try enabling the Transfer column (menu View > Columns) and put the transfer account there.
The only thing I can think to check is the setting "Allow creation of linked transfers using the category field" in Preferences > General. Try changing that setting and see if that helps.
If not, I think you'll need to contact support.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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