How to enter a transfer between accounts

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Inky
Inky Member ✭✭
Both of my accounts sync to Quicken on the Web but I can not enter a transfer. The accounts do not show up as an existing category (e.g., [Checking]).

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited March 2021 Answer ✓
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    Select the category field, and then pulldown menu for the category and scroll down until you see "Transfers", expand that (or just hover your mouse over it) and you will see your account names.

    Edit, note when you typed it in, it wasn't trying to create an account, you can't do that from the Web interface.  It would have created a new category.
    Signature:
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Inky
    Inky Member ✭✭
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    On the desktop, a transfer is entered by putting the other account in the category as [checking]. When I try that on Quicken on the Web, it wants to create a new account.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited March 2021 Answer ✓
    Options
    Select the category field, and then pulldown menu for the category and scroll down until you see "Transfers", expand that (or just hover your mouse over it) and you will see your account names.

    Edit, note when you typed it in, it wasn't trying to create an account, you can't do that from the Web interface.  It would have created a new category.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Inky
    Inky Member ✭✭
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    Solved! Thank you!
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