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Downloaded transfers between savings accounts not working; category won't save

I downloaded transactions from my bank where I have transfers between money market and CD accounts and they are showing up as Personal Income in one account and Uncategorized in the other account. I tried to fix them so they would be linked and show where they were from/to, but every time I click save it just reverts back to the categories above.


  • Quicken_NatalieQuicken_Natalie Moderator mod
    Hello @rkitch,

    Thank you for taking the time to visit the Community and post your issue, although I apologize that you have not yet received a response.

    If you are still needing assistance with creating transfers in Quicken, please take a moment and review the information available here and post back to let us know what version and release of Quicken you're using.

    I suggest also taking a look at the information available here for more details on using a transfer into/out of an investment-type account in Quicken.

    Thank you,

    Quicken Natalie

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