Transfers to investment accounts

Hi @fallen0047,

Thanks for reaching out to the Quicken Community and for bring this to our attention.

Quicken Mobile & Web allows you to sync information from your desktop to the web version or mobile app. However, Quicken on the web does have some limitations when it comes to investment accounts. For investment accounts, only the account information and balances are synced, transactions are not included.

Here is our support article: https://info.quicken.com/win/why-can-t-i-use-all-of-my-accounts-with-quicken-fo

Because of this, I recommend entering or editing transactions involving investment accounts directly in the desktop app.

If this is a feature you’d like to see improved, you can also create an Idea post so other users with similar requests can vote on it. These Ideas are reviewed by our Development and Product teams as they consider future enhancements.

You may also find this existing Idea helpful:

I hope this helps!