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Transfers In & Transfers Out

Pillarco

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

Thanks,

Regards,
Brian

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Sherlock

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

Other than putting checkmarks into each box for each of the accounts you want to include in the budget, what do you mean?

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Pillarco

Not all of the accounts are appearing in the Transfer In list

Sherlock

Pillarco said:

Not all of the accounts are appearing in the Transfer In list

Have you checked Show hidden categories?

Pillarco

Yes, I did. I cannot understand why certain accounts are on the list and the remainder are not, very strange!!!!

UKR

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

The accounts are bank accounts, bank loans, credit cards, assets and liabilities. The accounts do not have checkmarks in the Manage Hidden Accounts.

UKR

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

Ok, thanks for you kind assitance, I thought it is a software issue.