How do I do a transfer between registers like I could in Quicken 2007?
Best Answer
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yes...First make sure your Preference is set to "Allow creation of linked transfers using the category field" in the General settings then simply enter [account name] in the category field.
Be aware that if you do not have the Transfer field visible, when autofill enters transactions with a transfer, simply clearing the category field of the linked transfer does NOT clear the transfer...You still have to manually clear the Transfer field (so you have to make it visible). A real oversight in the design.
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(Canadian user since '92, STILL using QM2007)
2
Answers
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yes...First make sure your Preference is set to "Allow creation of linked transfers using the category field" in the General settings then simply enter [account name] in the category field.
Be aware that if you do not have the Transfer field visible, when autofill enters transactions with a transfer, simply clearing the category field of the linked transfer does NOT clear the transfer...You still have to manually clear the Transfer field (so you have to make it visible). A real oversight in the design.
Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires(Now Archived, even with over 350 votes!)
(Canadian user since '92, STILL using QM2007)
2 -
Thank you! That works!1