How do I create a transfer transaction?
Options

Gotom
Member ✭✭✭
There's a credit card transaction in my credit card account that needs to be transferred to checking.
Can someone please provide instructions - how to code it, which field to use, etc.? Thanks, Tom
Can someone please provide instructions - how to code it, which field to use, etc.? Thanks, Tom
0
Best Answer
-
You aren't totally clear on what you want to do:
If you need to move a transaction (as it was entered in the wrong account), drag the transaction to the desired account's name in the sidebar. This will move the transaction.
If you need to make a Transfer transaction (as in you are representing paying a credit card account from your checking), make sure the Transfer column is showing, and enter the recipient account's name there. When you record the transaction, a second transaction showing the movement of funds will appear in the other account.
Post back if this isn't what you meant.
1
Answers
-
You aren't totally clear on what you want to do:
If you need to move a transaction (as it was entered in the wrong account), drag the transaction to the desired account's name in the sidebar. This will move the transaction.
If you need to make a Transfer transaction (as in you are representing paying a credit card account from your checking), make sure the Transfer column is showing, and enter the recipient account's name there. When you record the transaction, a second transaction showing the movement of funds will appear in the other account.
Post back if this isn't what you meant.
1 -
Yes - it happened just like you said John - I edited the transaction to enter the name of the destination then went to Save and Bingo! Thanks very much . . . !
1
This discussion has been closed.
Categories
- All Categories
- 23 Product Ideas
- 29 Announcements
- 205 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 750 Welcome to the Community!
- 621 Before you Buy
- 1K Product Ideas
- 50.8K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 996 Quicken Mobile
- 785 Quicken on the Web
- 82 Quicken LifeHub