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Quicken Classic for Windows
Errors and Troubleshooting (Windows)
Recording a transfer back into the same account
sherrypow
Hello,
About a month ago, I started to receive the above message when trying to record a transaction in my register. I am trying to record a transfer from savings to checking. When I say no, the transaction deletes itself. If I say yes, the transaction duplicates itself throwing off my balances. Both accounts are with the same bank and checking is account 2 and savings is account 1. Suggestions or thoughts?
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NotACPA
To transfer money from your savings to checking, in Q, you input a transaction into your savings account that has, as it's Category, the name of your checking account surrounded by Square Brackets. E.G. [Checking account name].
It sounds like you're inputting the transaction into the savings account with the name of the savings account in the category field.
splasher
How about a screenshot of the double transactions, I have never seen it happen.
sherrypow
@NotACPA, I do not think that is how I used to do it, but will give it a try the next time I need to move funds around. Thanks!
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