"transfer account" problem

Question

All my accounts seem to transfer transactions to their corresponding cash account with no problem; however, I have one Roth account that, when I enter a transaction, does not transfer the cash.  I have to create a separate withdrawal transaction to get the cash over into its cash accounts.  how do i fix this so that the cash transfers in one transaction.   This is the only account where this happens, and the "transfer account" is blank, and I cannot enter the appropriate cash account in it.  This problem has been going on for years.

I use Windows Quicken version R68.31

I would like to take a screenshot, but I do not know how.

[Edited - Readability]

Sceptic · Answer

@trabe some questions for you -

* Are these investment accounts (including the Roth IRA) actually set up with a linked checking account?  When you go into the General tab of Account Details, is "Show cash in a checking account" marked Yes?
* Are transactions that you usually do for these investment accounts BoughtX, SoldX, IntIncX, or DivX?
* Did you convert these accounts from Microsoft Money?

The answers to these questions might clarify things so we can get to the bottom of what's preventing transfers for the Roth IRA.

Chris_QPW · Answer

For the linked checking account feature, someone else will have to answer about that.  I only used it for a short time years ago.  But I will say that it is a "virtual account" and as such might have quirks.  What is really happening is that the transactions are downloaded into the investment account and when Quicken sees a "cash transaction type" it pushes/pulls it to/from the linked checking account.

trabe · Answer

Thanks Chris.  the screen print tip worked.  but, still have problem transferring transactions from asset account to linked cash account.  i did have my mutual fund box checked "no".