What does "Transfer" do?

Question

Quicken Version 6.6.2 (Build 606.43218.100) on macOS 12.3.  I click "Bills & Income" at the top and then "Bills" towards the left.  Some entries, under the "Actions" column have "Transfer".  When I click the "Transfer" button, the entry disappears.  I guess it is creating an entry in the ledgers (account(s)) but it isn't really clear.  One question is how do I Undo the action?

jacobs · Answer

There is not (so far) a keyboard command like the old Command-[ to jump to the transaction in the other register. However, if you make the Transfer column visible in your register(s), in the Transfer field you will see an arrow in a gray circle on the right side of the field, and clicking it does the same thing as the old Command-[. Actually, I think it's slightly better, because it opens the other account register in a separate window, so you don't lose your place in the original account. But, unfortunately, there's no keyboard shortcut for this; you have to make the Transfer field visible and do a mouse click for this functionality.

There is an existing Idea request to add a keyboard command for this function. Please take a second to visit this thread and add your vote for it. (Click the little black arrow under the vote counter in the yellow box beneath the first post.)

Perry Smith · Answer

I only recently started using the Bills & Income tab.  My life has gotten more complicated and this area is helping.  I am just now starting to hook up Bills.

As far as the blue links, the very top one of mine is a Check Pay and it brings up a window of the payment status.  The other blue links get me to the proper transaction in the proper account.  I tested a half dozen or so.

If I can detour the topic... long ago, I use to hit command-] when sitting on an entry in Quicken and it would bring me to the matching entry (when the entry was a transfer).  This no longer seems to work for me.  Is there a substitute?  It is / was extremely handy.

This is one reason why I hate Intuit and why I'm glad Quicken got away from them.  Quicken (especially on the Mac) degraded massively when it was with Intuit.