Why can't I change split in Transfer reminder?

K Walsh
K Walsh Quicken Windows Subscription Member ✭✭
edited August 2022 in Errors and Troubleshooting (Windows)
I created a Transfer reminder from an existing saved transaction, but I can't alter the split.

Answers

  • [Deleted User]
    [Deleted User] ✭✭
    edited July 2022
    @k walsh - if you click on Edit and then "Edit this instance and all future instances", you will get a setting and options box.  In the middle of the settings, you should see this - 


    Just click on "Split" and it should take you to the screen where you can update the splits.
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    I never use a transfer reminder; it is too limited.  You can only enter the from and to accounts, you can't enter a split transaction.

    Instead, just use a Bill Reminder, and for a transfer put in the "to account" with the [Other Account Name] syntax.

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  • [Deleted User]
    [Deleted User] ✭✭
    @k walsh my apologies, @chris_qpw is absolutely correct.  There is no ability to have splits in a transfer reminder.  I don't use transfer reminders myself and I do use bill reminders for transfers as he suggests.
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