Customize Tool Bar option to include transfer between accounts [Edited]

BN2Wild
BN2Wild Quicken Windows Subscription Member ✭✭
edited November 10 in Display/UI

I have been a quicken user for about 20 years.
The last few years, I have asked for an option to customize the tool bar to include TRANSFER between accounts. This is a function of Quicken, but not in the tool bar!
In order to do this, I have to use the radial setting button, or I have to remember the shortcut CONTROL SHIFT KEY.
Why can't we have this as an Icon option in the tool bar?😎

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This may currently not be available in the Quicken Toolbar, but you can Customize the Action bar in each account register and add a Transfer Money icon to the Action bar of your register(s).

    The Actions gear icon of your banking account register contains a link to the Customize Action Bar function.

    image.png

    Once added, a single click on the Transfer icon opens the Transfer Money popup.

    image.png

    Alternatively, you can always start a new register transaction in the "From account" register and type the "To account" name in the Category field, enclosed in [square brackets], e.g., [XYZ Bank Savings]

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