Transfer

Churchlady
Churchlady Member ✭✭
edited February 2024 in Errors and Troubleshooting (Windows)

We have 4 separate accounts…separate data files. If I do a bank transfer between those accounts, how do I enter it in Quicken? Transfers are showing as expenses ...so confused!

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

    Why are the accounts in separate data files? You will need a category or a new account in each file to put on the transfers. Or you can enter a one-sided transaction by putting the name of the account you're in as the category in square brackets like [Checking]. Then it won't be categorized or go anywhere but will still add or subtract from the balance.

    I'm staying on Quicken 2013 Premier for Windows.

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