Recording a transfer back into the same account

sherrypow
sherrypow Quicken Windows 2017 Member ✭✭
in Errors and Troubleshooting (Windows)
Hello,

About a month ago, I started to receive the above message when trying to record a transaction in my register. I am trying to record a transfer from savings to checking. When I say no, the transaction deletes itself. If I say yes, the transaction duplicates itself throwing off my balances. Both accounts are with the same bank and checking is account 2 and savings is account 1. Suggestions or thoughts?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    To transfer money from your savings to checking, in Q, you input a transaction into your savings account that has, as it's Category, the name of your checking account surrounded by Square Brackets. E.G. [Checking account name].
    It sounds like you're inputting the transaction into the savings account with the name of the savings account in the category field.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭
    How about a screenshot of the double transactions, I have never seen it happen.

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • sherrypow
    sherrypow Quicken Windows 2017 Member ✭✭
    @NotACPA, I do not think that is how I used to do it, but will give it a try the next time I need to move funds around. Thanks!
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