How do I schedule transactions to move money from one account to another every month?

I've just upgraded from Quicken 2002 to Windows subscription. I want to recreate my list of scheduled transactions.  I can see the Bill Minder/Income Reminders but those don't let you set up a transfer between two accounts. The Support topic says to go into the account (did that) and click the Transaction tab (can't see one) then the Schedule tickbox (can't see one of those either).

Best Answer

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    Accepted Answer
    You want to use a Transfer Reminder. Bills>Add Reminder>Transfer Reminder.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 21H1

Answers

  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    Accepted Answer
    You want to use a Transfer Reminder. Bills>Add Reminder>Transfer Reminder.
    user since '92 | Quicken Windows Premier - Subscription | Windows 10 Pro version 21H1
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Do you want to ACTUALLY move the money (i.e., have Q send instructions to your bank to cause this), OR do you want to simply have an automated record of instructions that you've already given to your bank?
    GeoffG's response addresses the 2nd option.
    For the 1st option, we'll need to know how you're connected to your bank (do TOOLS, Account List, and look in the "Download Transactions" column for this info) and whether you bank allows such ... meaning we need to know WHICH bank?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • just an automated record of instructions already set up with the bank, thanks.

  • GeoffG said:
    You want to use a Transfer Reminder. Bills>Add Reminder>Transfer Reminder.
    That worked great, thanks! 
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