transferring $$ between funding accounts?

Unclear as to how to transfer money between funding accounts

Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    Between what accounts?  Do you want it to initiate it at the bank or just record it in Quicken?

    For Quicken.....

    Just type the other account name in for the category and put it in square brackets like [Checking] to indicate it is a transfer. Or the newer versions of Quicken might have a Transfer column. 

    Or there is a "Transfer Money" selection on the Actions list (gear icon) in the non-investment accounts. Or you can just hit Ctrl+Shift+T to open the Transfer box.

    To add or remove columns to the register
    Select "Account Actions".
    Select "Register Columns..."

    Or in newer versions you can click the gear icon in the upper right hand corner of the account register to get a list of available columns. Click to put a checkmark in the Transfer column. 

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