Sherlock & Boatnmaniac
Thank you for your help! Very nice that you offer your time and knowledge to assist us less experienced. Think I'm learning a bit more.
Still lacking though. My help file says:
"Memorized Investment Transactions:"
"Use these procedures to schedule recurring investment transactions other than dividend and interest payments"
"Dividend and interest transactions for investment accounts can now be handled as straightforward bill and income reminders."
I don't set it for auto transaction because the dates and amount vary.
I want the checking to show correct amount, avoid possible overdraw.
If I click on Bills tab, edit and enter, click on "show history", the entry is listed.
Or I can click enter directly from the reminders
But if I go to the CD account history, it doesn't show the transaction.
If I go to the account, enter income transaction, account history does show.
Then I need to go back to reminders and enter skip
Any of the 3 methods properly enters the amount into my checking acct.
Thanks again Sherlock
I'll read how to use Scheduled Transaction Group.
Please confirm the alternative:
Click on reminder that adds CD Int. to CD acct., then click on another reminder that transfers CD acct funds to my Chk acct?
(Quicken Classic Premier Subscription: R54.16 on Windows 11)