online transfer between accounts at same bank (Q Mac)
Michael Tissington
Member ✭✭
My bank is connected with PFM Direct and Intra-Bank transfer is enabled.
How do I initiate a transfer between two accounts at the same bank?
How do I initiate a transfer between two accounts at the same bank?
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Create the transfer transaction in one of the accounts, putting the word "Transfer" in the Check Number field. Put the other account in the Transfer column (enabled via menu View > Columns), or use the Category field transfer notation: Transfer:[accountname]. Next time you update the instruction will be sent to the bank.Quicken Mac Subscription; Quicken Mac user since the early 90s1
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Thanks - is it possible to schedule intra-bank transfer?0
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You can create a scheduled transaction for the transfer. But you cannot put "transfer" in the check number field until you mark the scheduled transaction as paid/deposited. Therefore, no transmission of the transfer request to the bank will occur until you do so manually. Bottom line, you can have a reminder for the transfer, but you have to mark as paid/deposited and put "transfer" in the check number field and update the account each week or month or whatever the frequency is.Quicken Mac Subscription; Quicken Mac user since the early 90s0
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