online transfer between accounts at same bank (Q Mac)

My bank is connected with PFM Direct and Intra-Bank transfer is enabled.

How do I initiate a transfer between two accounts at the same bank?

Comments

  • RickO
    RickO SuperUser, Mac Beta Beta
    Create the transfer transaction in one of the accounts, putting the word "Transfer" in the Check Number field. Put the other account in the Transfer column (enabled via menu View > Columns), or use the Category field transfer notation: Transfer:[accountname]. Next time you update the instruction will be sent to the bank. 
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Thanks - is it possible to schedule intra-bank transfer?
  • RickO
    RickO SuperUser, Mac Beta Beta
    You can create a scheduled transaction for the transfer. But you cannot put "transfer" in the check number field until you mark the scheduled transaction as paid/deposited. Therefore, no transmission of the transfer request to the bank will occur until you do so manually. Bottom line, you can have a reminder for the transfer, but you have to mark as paid/deposited and put "transfer" in the check number field and update the account each week or month or whatever the frequency is.
    Quicken Mac Subscription; Quicken Mac user since the early 90s