Transfer is showing as both a Bill and Income (Q Mac)

R1456

In the Bills & Income section a transfer between accounts is showing up in both the Bills tab and the Income tab. I've edited the scheduled bill to designate it as a Bill, but it still appears in both tabs.

The specific transaction is between two banking accounts.

Quicken Kristina

Thank you for your reply,

Quicken for Windows does handle transfer reminders differently than Quicken for Mac does. However, there isn't a 3rd tab. Transfer reminders are on the Income & Transfers tab in Quicken for Windows.

That said, if you would like to request that the way Quicken for Mac handles transfer reminders be changed, I recommend creating an Idea post. For information about creating an Idea post, please review the post linked below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

Thank you!

Quicken Kristina

Hello @R1456,

I see the same thing when I set up a transfer reminder in my Quicken. The biggest difference is the income shows the account the money is going to and the bill shows the account the transfer is coming from. Based on that observation, this seems like intended behavior, since it is a "bill" for the account sending the money and "income" for the account receiving it.

I hope this helps!

R1456

I understand that in the Windows version there is a 3rd tab called Transfers. I would like to request that as a future enhancement to the Mac version.

Quicken Kristina

Thank you for your reply,

Quicken for Windows does handle transfer reminders differently than Quicken for Mac does. However, there isn't a 3rd tab. Transfer reminders are on the Income & Transfers tab in Quicken for Windows.

That said, if you would like to request that the way Quicken for Mac handles transfer reminders be changed, I recommend creating an Idea post. For information about creating an Idea post, please review the post linked below:

https://community.quicken.com/discussion/7849425/creating-and-voting-for-ideas-in-the-community

Thank you!