How do I do a transfer between registers like I could in Quicken 2007?

The account is NOT linked to bank.

Best Answer

  • smayer97
    smayer97 SuperUser ✭✭✭✭✭
    Answer ✓
    First make sure your Preference is set to "Allow creation of linked transfers using the category field" in the General settings then simply enter [account name] in the category field.

    Be aware that if you do not have the Transfer field visible, when autofill enters transactions with a transfer, simply clearing the category field of the linked transfer does NOT clear the transfer...You still have to manually clear the Transfer field (so you have to make it visible). A real oversight in the design.

    Have Questions? Help Guide for Quicken for Mac
    FAQs: Quicken MacQuicken WindowsQuicken Mobile
    Add your VOTE to Quicken for Mac Product Ideas

    Object to Quicken's business model, using up 25% of your screen? Add your vote here:
    Quicken should eliminate the LARGE Ad space when a subscription expires

    (Now Archived, even with over 350 votes!)

    (Canadian user since '92, STILL using QM2007)


This discussion has been closed.