Bank account transfers

Randy Cox
Randy Cox Quicken Windows Subscription Member
edited January 2024 in Registers & Transactions (Windows)

R53.26 windows

Where you do a transfer from one account to another and it does not record in the other account how can you proceed?

Thanks

Answers

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭

    Are you manually typing in the transfer or downloading it? What category is on the first account? It should be the name of the other account in square brackets like [Savings]. Or you can add a Transfer column to the register.

    I'm staying on Quicken 2013 Premier for Windows.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What is the name of the account that the transaction is in?

    What is in the category field of that transaction?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • Randy Cox
    Randy Cox Quicken Windows Subscription Member

    I am manually typing it in, when I go to save the transaction it does not match with the same number in the other account.

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20403248#Comment_20403248

    Can you show us what you're talking about?
    Can you please capture one or more images of the parts of your Quicken window
    showing the issue, sensitive information blacked out as necessary to protect
    your privacy but annotated to describe the situation, and attach the image(s) here?
    How do I post a screenshot in the community from windows

    How do I post a screenshot in the community from a mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.

This discussion has been closed.

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