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
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Asset account not showing up for Transfer In for budget
don.kostello
I have a home loan that escrows my taxes & insurance. I have the escrow account set up as an Asset. I recently refinanced and wanted to reflect the old and new accounts in my budget. However, the old escrow account is not listed in the account list for Transfer In, although it is for Transfer Out. The new account is in both, and as far as I can tell it's set up in the same way. How can I get the old account to show up?
Find more posts tagged with
Accepted answers
Quicken_Natalie
Hello
@don.kostello
,
Thank you for posting back with the requested information!
To better understand, would you mind clarifying if this issue occurs when selecting accounts for your budget, or when selecting categories?
I'd suggest also taking a look at the information outlined
here
and
here
for more details on budgeting, as well as "transfers", in Quicken for Windows.
Please let us know if this helps to resolve this matter for you!
Thank you,
Quicken Natalie
All comments
Quicken_Natalie
Hello
@don.kostello
,
Thank you for taking the time to share this issue with the Community, although I apologize that you have not yet received a response.
It seems that the Community may need a bit more information to be able to further assist. Please take a moment to review the information available
here
and post back to let us know what version/release of Quicken you're using.
The more information you can provide regarding this issue will help the Community to better understand and assist.
Thank you,
Quicken Natalie
don.kostello
I am using Quicken Premier for Windows R27.28 build 27.1.27.28
Quicken_Natalie
Hello
@don.kostello
,
Thank you for posting back with the requested information!
To better understand, would you mind clarifying if this issue occurs when selecting accounts for your budget, or when selecting categories?
I'd suggest also taking a look at the information outlined
here
and
here
for more details on budgeting, as well as "transfers", in Quicken for Windows.
Please let us know if this helps to resolve this matter for you!
Thank you,
Quicken Natalie
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of