How to Transfer between Accounts in 4 different Quicken QDF files. (edit)
We have 4 separate accounts (separate data files). How do I do transfers between the accounts so they don't show up as income or expense?
Best Answers
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yes … why 4 separate QDF files ?
And you want to transfer between accounts BETWEEN files ?0 -
What people are getting hung up on is your use of the word "transfer". To Quicken/the user here that means transferring between two accounts in a data file. There isn't any way to transfer to another data file. But I took your request not for a way to transfer between accounts, but for you to record the "transaction" (which in the real world is a transfer, but not to Quicken) in a way "without it show up as income expense". And that "way" is to record a "balance adjustment" instead. Balance adjustments do not show up in reports as income or expense. The syntax for a balance adjustment is setting the category to [This Account] where "This Account" is the name of the account you are in.
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Answers
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Put this in the category [This Account] where "This Account" is the account you are in. This is a basically a balance adjustment.
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do you mean you have 4 separate QDF files and are transferring between accounts ?
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Yes ...four QDF files.
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@Churchlady your first comment was a little confusing. Do you have 4 Quicken data files with 1 account each? If so, why do they each need to be in their own separate data file?
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yes … why 4 separate QDF files ?
And you want to transfer between accounts BETWEEN files ?0 -
Four separate files...four separate accounts…is there a way to transfer without it show up as income or expense?.
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there is no "auto" way to TRANSFER from one Quicken Account in one physical Quicken QDF file
to a totally different physical Quicken QDF file.and to help us all understand - WHY do you have 4 different QDF files with just a single account in each file ?
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What people are getting hung up on is your use of the word "transfer". To Quicken/the user here that means transferring between two accounts in a data file. There isn't any way to transfer to another data file. But I took your request not for a way to transfer between accounts, but for you to record the "transaction" (which in the real world is a transfer, but not to Quicken) in a way "without it show up as income expense". And that "way" is to record a "balance adjustment" instead. Balance adjustments do not show up in reports as income or expense. The syntax for a balance adjustment is setting the category to [This Account] where "This Account" is the name of the account you are in.
Signature:
This is my website: http://www.quicknperlwiz.com/0