transfer issues from checking to savings on local workstation
savings account. I have done the same transaction a couple of days ago and it work fine, but now there is this problem. Thank you.
Best Answers
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What category is on the transaction? It should be the savings account in brackets like [Saving Acct]. Or you need to add the Transfer Column to your checking register.
I'm staying on Quicken 2013 Premier for Windows.
5 -
Hi @RMB,
Can you go to the transaction in your checking account and tell us what appears in the "Category" field?
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
Okay. So when you make a transfer from one account to another - and you are in the account register of the "from" account - you need to put brackets [ ] around the name of the account that you enter into the "Category" field.
For example - if the account name in Quicken is "Chase Checking" the entry would be [Chase Checking]
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
RMB said:I did change to Chase Money Market, and that seemed to work but why would it not work if I had Chase Checking?
As @volvogirl said, you need to enter the Transfer-To account name in the Category field of a Transfer transaction. This makes the transfer appear correctly in the destination account, too.
So, in the Checking account put Category = [name of Savings account] enclosed in square brackets.Anything else does not create a proper transfer transaction.Another method to create transfer transactions (instead of entering them directly in the new transaction area) is to select the Actions gear icon, then select Transfer Money and fill out the popup dialog.
Keyboard shortcut: CTRL-Shift-T5 -
Yes - just use the exact name of the account in Quicken!
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
RMB said:Oh, I did not know about the [ ] issue. However, it currently has [chase money market] in the category heading. Which I would not think that would still work but it did.
If I change it to [chase checking], to correct the description, will that then work also?
In your original question you stated "transfer money from checking to savings"
So, in your Checking account register, the transaction must have
Category = [name of savings account]
or it will not be correct.
5 -
What account are you in? You do not use the name of the account you are in. You enter the name of the account you want to transfer it to. Like in your checking account you enter [Chase Saving Acct] for the category.
You can enter anything you want for the payee/description field. After you enter the transaction you can memorize it by doing Cntl+MI'm staying on Quicken 2013 Premier for Windows.
5 -
Ctrl+M memorizes the whole transaction. So the next time you start typing the same payee it will bring it up.
I'm staying on Quicken 2013 Premier for Windows.
5
Answers
-
What category is on the transaction? It should be the savings account in brackets like [Saving Acct]. Or you need to add the Transfer Column to your checking register.
I'm staying on Quicken 2013 Premier for Windows.
5 -
Hi @RMB,
Can you go to the transaction in your checking account and tell us what appears in the "Category" field?
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
I placed a custom one " From Checking to Money Market"0
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I did change to Chase Money Market, and that seemed to work but why would it not work if I had Chase Checking?0
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When I try to set up a new category within Quicken it forces me to put in my account number ,etc. which I do not want to do. So I go to the advanced set up and try to do it manually. That sets up a brand new Checking account that I don't want. I do not use Quicken for syncing to Chase Bank. For security reasons.0
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Okay. So when you make a transfer from one account to another - and you are in the account register of the "from" account - you need to put brackets [ ] around the name of the account that you enter into the "Category" field.
For example - if the account name in Quicken is "Chase Checking" the entry would be [Chase Checking]
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
RMB said:I did change to Chase Money Market, and that seemed to work but why would it not work if I had Chase Checking?
As @volvogirl said, you need to enter the Transfer-To account name in the Category field of a Transfer transaction. This makes the transfer appear correctly in the destination account, too.
So, in the Checking account put Category = [name of Savings account] enclosed in square brackets.Anything else does not create a proper transfer transaction.Another method to create transfer transactions (instead of entering them directly in the new transaction area) is to select the Actions gear icon, then select Transfer Money and fill out the popup dialog.
Keyboard shortcut: CTRL-Shift-T5 -
Oh, I did not know about the [ ] issue. However, it currently has [chase money market] in the category heading. Which I would not think that would still work but it did.
If I change it to [chase checking], to correct the description, will that then work also?0 -
Yes - just use the exact name of the account in Quicken!
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
RMB said:Oh, I did not know about the [ ] issue. However, it currently has [chase money market] in the category heading. Which I would not think that would still work but it did.
If I change it to [chase checking], to correct the description, will that then work also?
In your original question you stated "transfer money from checking to savings"
So, in your Checking account register, the transaction must have
Category = [name of savings account]
or it will not be correct.
5 -
When I manually type [Chase Checking Account] in the category heading it does not memories it. It there a way to do that?0
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Yes, just memorize the transaction - CTRL + M
Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
What account are you in? You do not use the name of the account you are in. You enter the name of the account you want to transfer it to. Like in your checking account you enter [Chase Saving Acct] for the category.
You can enter anything you want for the payee/description field. After you enter the transaction you can memorize it by doing Cntl+MI'm staying on Quicken 2013 Premier for Windows.
5 -
I am missing something I clicked on the category and did CTRL + M and it did not memorize it. What did I do wrong?0
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You need to click on the transaction that you just enterred and then click CTRL + M.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
While in the Checking register I need to put in the savings account in the category heading with brackets. Does not accept [checking account]0
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I think I got it . Thanks all for your help!1
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Yes, that's correct - since you'd be trying to transfer from the "Checking" account to the same "Checking" account - which doesn't make sense - right?
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0 -
right0
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Ctrl+M memorizes the whole transaction. So the next time you start typing the same payee it will bring it up.
I'm staying on Quicken 2013 Premier for Windows.
5 -
thanks0
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