How to enter a transfer between accounts

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 3 Accepted Answer
    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:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Inky
    Inky Member
    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 3 Accepted Answer
    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:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Inky
    Inky Member
    Solved! Thank you!
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