Investment account to bank account link in MAC version of Quicken
How do you guys move money from an investment account to a bank account. Let's say I sell an investment in brokerage account "A" When I use the sell transaction it then moves proceeds to the cash account within brokerage account "A". I now want to move the cash proceeds to my bank account. I haven't found an easy way. What I'm now doing is creating a misc. expense in brokerage account "A" and then doing a manual entry in my bank account. I know with other accounts I can do a transfer, but I can't seem to accomplish this from a brokerage account to a bank account. Any ideas would be appreciated.
Best Answer
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If you give it the type of "Payment/Deposit", you can enter the transfer as the category.
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Answers
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If you give it the type of "Payment/Deposit", you can enter the transfer as the category.
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Thanks for the tip. I can make that work.
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