How to transfer funds
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joemikeb
Member ✭
When I attempt to transfer funds between accounts there is no Account Action icon nor does the list of accounts appear at the bottom of the Category list. What am I missing?
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Best Answer
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In the Mac version, turn on the Transfer column by clicking menu View > Columns. Put the destination account there. Or you can put "Transfer:[accountname]" in the Category column. You can do the same for investment transactions of type Payment/Deposit only.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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Do you want to make the transfer actually happen at your bank or just trying to enter a transfer into quicken?
Just type the other account name in for the category and put it in square brackets like [Checking] to indicate it is a transfer. Or the newer versions of Quicken might have a Transfer column.
Or there is a "Transfer Money" selection on the Actions list (gear icon) in the non-investment accounts. Or you can just hit Ctrl+Shift+T to open the Transfer box.That might just be for Windows. I don't know Mac.
I'm staying on Quicken 2013 Premier for Windows.
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In the Mac version, turn on the Transfer column by clicking menu View > Columns. Put the destination account there. Or you can put "Transfer:[accountname]" in the Category column. You can do the same for investment transactions of type Payment/Deposit only.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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