Transfer
I have reconciled my credit card statement and want to set up so that it transfer to my checking but for some reason this has stopped working. I. E. I show the amount transferred to my checking account in the category field, but when I go into the checking account nothing is there.
Comments
-
Your profile says Quicken Windows but you posted in a Quicken Mac category of the forum. Which is your question about?
I show the amount transferred to my checking account in the category field, but when I go into the checking account nothing is there.
Perhaps that's a typo? The amount you transfer goes in the Amount field. The account you're transferring to — checking — goes in either the Transfer field or in the Category field using the syntax "Transfer:[checking account name]". The transfer will then show up in the checking acocunt on the same date.
Quicken Mac Subscription • Quicken user since 19930
Categories
- All Categories
- 68 Product Ideas
- 36 Announcements
- 223 Alerts, Online Banking & Known Product Issues
- 21 Product Alerts
- 633 Welcome to the Community!
- 673 Before you Buy
- 1.3K Product Ideas
- 54.1K Quicken Classic for Windows
- 16.5K Quicken Classic for Mac
- 1K Quicken Mobile
- 813 Quicken on the Web
- 115 Quicken LifeHub
