Transfers

Discussion List

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  Transfering stocks from one brokerage to another?

  Closed Michael3442 72 views 3 comments 0 points Most recent by q_lurker November 2025Investing (Windows)
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  US Dollar exchange always result in 1 cent off (Q Win Canada)

  Closed Dallas 34 views 1 comment 0 points Most recent by Quicken Kristina November 2025All Things Canadian (Windows)
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  EWC+ Transfers from Merrill Lynch Investments to BOA Not Downloading

  Closed Dan13 42 views 5 comments 0 points Most recent by Quicken Kristina October 2025Download, Add/Update Accounts (Windows)
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  "/" cannot be in a account name

  Closed Arthur Begun 41 views 3 comments 2 points Most recent by UKR September 2025Errors and Troubleshooting (Windows)
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  Memorized account links fail (Q Mac)

  Answered Closed Jonathan Perkins 25 views 1 comment 0 points Most recent by Quicken Anja September 2025Errors and Troubleshooting (Mac)
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  Quicken erroneously transforming cash transactions into transfers

  Answered Closed djlaetor 42 views 1 comment 0 points Most recent by Tom Young September 2025Registers & Transactions (Windows)
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  Will Quicken automatically initiate transfers at my bank? (Q Mac)

  Answered Closed Katie Cameron 83 views 5 comments 0 points Most recent by RickO August 2025Registers & Transactions (Mac)
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  Workaround to the "This transaction was created as a transfer from a split transaction." Repeated Di

  Closed redteampython 146 views 5 comments 0 points Most recent by Ducksoup_SD August 2025Registers & Transactions (Windows)
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  Chase requiring a smartphone as of Sept 21,2025

  Closed BEL 401 views 4 comments 0 points Most recent by Chris_QPW July 2025New to Quicken/Getting Started (Windows)
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  Conflict Between Categorizing and Acct Transfer for Category Field

  Closed Dan13 187 views 12 comments 1 point Most recent by NotACPA July 2025Registers & Transactions (Windows)
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  Rereconcile account: can no longer switch out transactions (linked vs not linked)

  Closed xxxx 61 views 4 comments 0 points Most recent by UKR July 2025Registers & Transactions (Mac)
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  Customize Tool Bar option to include transfer between accounts [Edited]

  Reviewed BN2Wild 23 views 1 comment 1 point Most recent by UKR July 2025Display/UI
• 
  Question about transferring shares

  Answered Closed LeaningTower 64 views 4 comments 0 points Most recent by Quicken Jasmine June 2025Download, Add/Update Accounts (Windows)
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  How to fix a transfer transaction that is showing different amounts in each account?

  Answered Closed GregCote 12 views 1 comment 0 points Most recent by [Deleted User] June 2025Download, Add/Update Accounts (Windows)
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  HOW TO FIX "this transaction is a transfer to a split" and how to mass-delete warning messages about

  Closed Phil Burton 34 views 1 comment 0 points Most recent by Quicken Anja June 2025Registers & Transactions (Windows)
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  Categorize & Transfer

  Closed Takrbacker 56 views 3 comments 1 point Most recent by Takrbacker June 2025Registers & Transactions (Windows)
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  How can I resolve an issue where debits from a checking account are showing up as credits in secondo

  Answered ✓ Closed JKosher 141 views 4 comments 0 points Most recent by Quicken Anja May 2025Registers & Transactions (Windows)
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  When assigning a Category default to top with transfers as well as categories

  Reviewed JasonMark 22 views 3 comments 1 point Most recent by Jon May 2025Manage Accounts and Transactions
• 
  IRA WithdrwX now shows as deposit, not withdrawal

  Closed sd_mark 223 views 10 comments 0 points Most recent by sd_mark May 2025Registers & Transactions (Windows)
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  Uncategorized transfers

  Closed System 33 views 3 comments 0 points Most recent by UKR May 2025Registers & Transactions (Mac)
• 
  Transfers not working

  Answered Closed David.H 59 views 2 comments 0 points Most recent by Quicken Jasmine May 2025Registers & Transactions (Windows)
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  Quicken for Mac splits no longer allow transfer?

  Answered ✓ Closed mvaz1029 61 views 4 comments 0 points Most recent by mvaz1029 May 2025Registers & Transactions (Mac)
• 
  Transferring payment from checking account to credit card increases the credit card balance?

  Answered Closed JasonTX 121 views 2 comments 0 points Most recent by JasonTX April 2025Registers & Transactions (Windows)
• 
  A bug on transaction exchange rate of lots when transferring shares between investment accounts?

  Closed questionsforever 84 views 6 comments 0 points Most recent by questionsforever April 2025All Things Canadian (Windows)
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  duplicated transfer / automatically entering paychecks (Q Mac)

  Closed bravoechofoxtrot 153 views 15 comments 0 points Most recent by bravoechofoxtrot March 2025Registers & Transactions (Mac)
• 
  How do I assemble instructions for a report? Mac 8.1.1 on OS 15.3.2

  Answered ✓ Closed Bob Osgood 33 views 1 comment 0 points Most recent by Quicken Jasmine March 2025Reports (Mac)
• 
  Payments being Auto Categorized as Transfers to Same Account (screenshot included)

  Closed Geobrick 744 views 28 comments 0 points Most recent by Quicken Kristina March 2025Download, Add/Update Accounts (Windows)
• 
  Internal transfers: Destination shows up as Source account

  Answered ✓ Closed njfiddler 64 views 3 comments 0 points Most recent by Chris_QPW March 2025Registers & Transactions (Windows)
• 
  Can anyone tell me how I created this transfer?

  Answered ✓ Closed reid9439 143 views 10 comments 0 points Most recent by Quicken Anja March 2025Registers & Transactions (Windows)
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  Checking reconciled. linked transfers making a mess

  Closed 20yearsQ 49 views 4 comments -1 point Most recent by q_lurker February 2025Errors and Troubleshooting (Windows)