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

Risaacson

The account is NOT linked to bank.

smayer97

yes...

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.

smayer97

yes...

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.

Risaacson

Thank you! That works!