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Transfers In & Transfers Out

How do I enter all accounts in Planning / Select Categories to Budget / Transfers In?

Thanks,

Regards,
Brian

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited May 2020
    To check all of the Transfer In or Transfer Out accounts, left-click on the first account and press Shift and left-click on the last account or select Options > Select All.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Other than putting checkmarks into each box for each of the accounts you want to include in the budget, what do you mean?

  • Pillarco
    Pillarco Member
    Not all of the accounts are appearing in the Transfer In list
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Pillarco said:
    Not all of the accounts are appearing in the Transfer In list
    Have you checked Show hidden categories?
  • Pillarco
    Pillarco Member
    Yes, I did. I cannot understand why certain accounts are on the list and the remainder are not, very strange!!!!
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Tell us more about these accounts, please.
    What are they used for? What account types are they?
    Viewing the list of account with Tools / Manage Hidden Accounts, are there any checkmarks on these accounts (Hide ..., Keep separate) ? Are they marked closed?
  • Pillarco
    Pillarco Member
    The accounts are bank accounts, bank loans, credit cards, assets and liabilities. The accounts do not have checkmarks in the Manage Hidden Accounts.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    I don't know what's going on here.

    Let's start with some "Troubleshooting 101" to ensure the Quicken software is installed and updated properly and that your data file is in good working order.
    Please perform all the steps in this document in the order specified:
    Troubleshooting 101 - Fixing Software Installation and Data File Problems


  • Pillarco
    Pillarco Member
    Ok, thanks for you kind assitance, I thought it is a software issue.
This discussion has been closed.