Having hard time using quicken for Mac - Linking Transactions

pbedrosin

So I've been messing around, and it seems like my questions are answered but only for windows version. Had no idea windows Quicken and Mac Quicken are different.

I have 2 basic questions (I'm going to post Separately)

1. There is a payment transaction from Checking Account A, to Mortgage Account B.
   1. Checking Account A is linked and transactions are automatically downloaded.
   2. Mortgage Account B is manually created with all the details such as interest rate, etc..

Question: How do I reflect payment from Account A to Account B?

RickO

For the existing transactions, you will want to edit the checking transaction to use the special category "Transfer". (Linked transactions are called transfer transactions in QMac.) Turn on the Transfer column and enter the name of the mortgage account in that column. You will then see the Category column look like this: "Transfer:[MortgageAccount]". (You can also enter the transfer in this format in the Category column without using the Transfer column.)

Quicken should then see that there's a new (linked) transaction in the mortgage account and offer to match it to the existing one in the mortgage account. If that doesn't happen, you can go to the mortgage account, select both transactions (using command-click) and match them manually using menu Transactions > Match Transactions.

Going forward, you'll want to create a QuickFill Rule (menu Window > Payees & Rules > QuickFill Rules) so that the creation of the transfer happens automatically when the checking transaction is downloaded.