Transfers not working

David.H
David.H Quicken Windows Subscription Member
edited June 15 in Registers & Transactions (Windows)

I have the transfer detection boxes checked but when I transfer funds from one bank acct to another Q does not show it as a transfer. Also not when I pay a credit card from a bank acct. I've been handling this by using a category I named Exclude — which I excluce from reports — but I'd prefer to use the Q facility if it worked.

Running classic deluxe on Win 11 — but it's been like this for years.

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @David.H,

    Thank you for sharing your experience. To assist with this issue, please provide more information. Are the problem transactions downloading from your financial institution, or are these transactions that you're inputting manually? Which financial institution(s) is this happening with? What happens when you try to edit the category to mark the transaction as a transfer?

    I look forward to your reply!

    Quicken Kristina

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  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7962326/transfers-not-working

    We have not heard from you yet, just checking in!

    -Quicken Jasmine

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