Entering Transfers Between IRA Accounts

I want to enter a custodial transfer of funds between IRA accounts into Quicken. When I enter the custodial transfer as "Cash Transferred into Account" it results in a ContribX in the Action column where it should be a XIn because the custodial transfer is not a contribution into the IRA but IRA funds being transferred from one IRA account to another IRA account. How can I get the transfer to result in XIn in the action column?

Best Answer


  • Gary
    Gary Member ✭✭
    Thanks for the help q_lurker!
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