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Quicken Classic for Mac
Investing (Mac)
Transer between accounts
unknown
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?
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unknown
Try enabling the Transfer column (menu View > Columns) and put the transfer account there.
I have done that. Info in that column matches the Category column.
unknown
Try enabling the Transfer column (menu View > Columns) and put the transfer account there.
Hope I did this correctly. Here is attempted entry in Mutual Fund Acct
unknown
Try enabling the Transfer column (menu View > Columns) and put the transfer account there.
I just re- downloaded the info from the Fund site and it updated and worked as it should. Thanks for the help
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