How do I "follow a transfer"?

Indiangrass

I want to click on an item in a register that either has a transfer to another register (perhaps in a split) or a transfer from another register and "do something" to open and select the item in the other register. Sorry I'm new to this. There must be a way, I just can't find it.

J_Mike

In QMac you must have the Transfer column displayed in the register.

For transactions involving a Transfer, a right-arrow icon is displayed in the Transfer column.
Click on the icon and you get a pop-up register with the matching transfer.

Frankx

Hi @Indiangrass,

[Edited to address Mac]

It is my understanding that this feature is no longer available for Mac users - sorry for any confusion!

The method for windows is:
If it is a transfer - just "right-click" anywhere in the transaction and then select "Go to matching transfer" and that will do it!

Frankx

Indiangrass

Yikes, Windows only? Thanks for your help. I'll let this simmer a bit in case a Mac user knows a trick.

J_Mike

In QMac you must have the Transfer column displayed in the register.

For transactions involving a Transfer, a right-arrow icon is displayed in the Transfer column.
Click on the icon and you get a pop-up register with the matching transfer.

Indiangrass

Thank you J_Mike. Just what I needed.

harringg

Thank you for that. New to Quicken Subscription service on my Mac. I was able to import my checkbook and Best Buy Card, and correctly transfer between accounts. I did notice if I change the source (name or category) after setup, it breaks the transfer. Anyway to keep that intact?

harringg

Followup. If I have an Automobile loan through my bank and auto transfer $500 from checking to loan, when linked to bank, it shows $500 out of checking and ~$465 reduction of loan balance (principle). I split the parent account to reflect principle of 465 and interest of 35. But when I transfer, it creates a duplicate entry in the loan register. Anyway to "transfer" a split?