Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

How to link checking account to credit card accounts?

I have used Quicken in the past on the windows platform and could link my checking account to multiple credit card accounts where when I wrote a check for a credit card payment it would automatically show up as a credit on the credit card account. How do I set this up in MAC.

Best Answer

Answers

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    How did you do it on the Qwin platform ?
    In my Qwin I just edit the payment for the entry
    and modify the "category" for the " CC account" using the [acct name] format.  
    Doesn't that work or exist in the Qmac version ?
    Quicken 2020 Deluxe - Subscription - Windows 10
  • RickO
    RickO SuperUser, Mac Beta Beta
    One of two ways (both do the same thing). In the checking account:

    1. In the category column enter "Transfer[nameofcreditcardaccount]", or

    2. Turn on the Transfer column (menu View > Columns) and enter the name of the destination credit card account in the Transfer column.

    Make sure you enter the amount as a negative number in the checking account. It will show up as a positive amount in the credit card account. 
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • cfarmquickenhome
    Accepted Answer
    Thank you!
Sign In or Register to comment.