Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Business and Rental Property Tools (Windows)
Unlink Accounts
AEW
Using 2017 Rental Property Manager. How to UNLINK checking and savings accounts so entries in one account doesn't affect the other account. I can't stand this feature.
Find more posts tagged with
Accepted answers
All comments
NotACPA
IF you're doing a transfer between those 2 accounts,the entry in the 1st account will ALWAYS show in the other. That's how transfers work.
SO, what are you using in the Category field of one of these transactions? A picture would be helpful.
Also, what Q product are you running and what BUILD of that product? Do HELP, About Quicken for this info. AND, if it's present, what's your "Valid Thru" date?
AEW
I prefer to enter transactions into each account...separately...but there seems to be no override to turn this feature off. So I'm going to rename the "transfer" to something else and create a different category name to bypass this feature. I can't stand it being automatic. Thanks for your help but the additional Qs you ask are really not necessary to answer the question since this seems to be a feature across the board with Q. Just give us the option to turn it off. Thx.
NotACPA
You're certainly allowed to use any method that you want.
BUT, using transfers (where appropriate) is MUCH less error prone that what you use. It's all too likely that you're going to miss (or accidentally delete) one side of the 2 and thus your accounts will start to go out of balance.
AEW
Not my accounts, they balance to the penny. I find that the automatic transfer does the opposite of what you suggest, which is why I can't stand that feature and want the option to turn it off. Thanks for your response.
NotACPA
Opposite in what way? A Debit (reduction of amount) transaction in one account is transferred to another account as a Credit (increase of amount).
E.G., you write a check (debit) and deposit it into your savings account (credit). Exactly how it's SUPPOSED to work.
AEW
You suggested it was more accurate. I find it is not because when I edit one transaction I find that I lose data in the corresponding transaction. For example, I enter the Bank Reference # for each transaction. If I edit one transaction, I find the Bank Ref# disappears completely in the corresponding transaction so then I have to go back and re-enter. Time consuming. Frustrating. I found a work-around that suits me since this seems to be something Q is tenacious about keeping as they offer no turn-off option. I use "TXFR" and then I DON'T specify an account (which then puts it in brackets so you know it's the transfer acct)...I give it a new category name that makes sense to me. Problem solved. Thanks for replying. Have a good day.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
