Investment account to bank account link in MAC version of Quicken

DougHoegh

How do you guys move money from an investment account to a bank account. Let's say I sell an investment in brokerage account "A" When I use the sell transaction it then moves proceeds to the cash account within brokerage account "A". I now want to move the cash proceeds to my bank account. I haven't found an easy way. What I'm now doing is creating a misc. expense in brokerage account "A" and then doing a manual entry in my bank account. I know with other accounts I can do a transfer, but I can't seem to accomplish this from a brokerage account to a bank account. Any ideas would be appreciated.

Miranda

If you give it the type of "Payment/Deposit", you can enter the transfer as the category.

Miranda

If you give it the type of "Payment/Deposit", you can enter the transfer as the category.

DougHoegh

Thanks for the tip. I can make that work.