Banking Acct page lost the dropdown!

sko_pi
sko_pi Member ✭✭
I need to add a future Cash Transfer. I used to be able to go to the upper right of my Banking Account page and select Transfer to easily put it in. That is now gone. I am screen capturing it with a lot of personal info erased. Red arrow points to the feature that was apparently removed. I have restarted the app too, btw.

Comments

  • sko_pi
    sko_pi Member ✭✭
    And.... then I again exited and this time it gave me a new update and the dropdown came back.

    Disregard!

    However, Quicken QC team, this should not happen
  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    As an alternative to using the Action gear icon / Transfer Money popup form, you can also start to fill out a new transaction using the blue new transaction entry line.
    When you get to the Payee Name field, start typing the desired name, e.g., "Transfer Money" or, better, "Transfer to Savings". Choose from the memorized transaction popup an entry which already has the Transfer-to account showing in the Category field, fill in the amount and you're done.
    Using distinct payee names you can have memorized transactions on file saving you keystrokes every time.
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