I need saving to checking/checking to savings TRANSFER step by step help/video

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robinlaylin
robinlaylin Member ✭✭
in Registers & Transactions (Mac)
Hi, I've been trying to follow the documentation for simply transferring money from savings to checking and vice versa. What I am expecting is that when I enter a transfer from savings that a corresponding deposit will show in checking. It doesn't happen. Is there a video on this? Thanks.

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Turn on the Transfer column in both registers (menu View > Columns). 

    Create a transaction in one register and enter the name of the other account in the Transfer column. 

    After saving the transaction, you will see the corresponding transaction has appeared in the other account.

    Note that doing this DOES NOT cause the movement of any actual money in the real world.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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