Transfers

Discussion List

• 
  Downloaded category wrong. How do I correct?

  Closed knute97 282 views 9 comments 0 points Most recent by knute97 May 2024Download, Add/Update Accounts (Windows)
• 
  Investment Account Transfer Can't Match Downloaded Transaction AGAIN

  Answered Closed micdif 51 views 2 comments 0 points Most recent by micdif May 2024Registers & Transactions (Windows)
• 
  Cash Transfers

  Answered Closed Barry E Jackier 42 views 3 comments 0 points Most recent by Rocket J Squirrel May 2024Errors and Troubleshooting (Windows)
• 
  Transferring Individual Vanguard Fund Transactions Into New Vanguard Brokerage Account

  Answered Closed robert@ 241 views 2 comments 0 points Most recent by volvogirl May 2024Download, Add/Update Accounts (Windows)
• 
  BUG: Categories for transfers no longer working

  Closed Shelster 226 views 10 comments 0 points Most recent by jacobs April 2024Registers & Transactions (Mac)
• 
  Bulk link transfers (Q Mac)

  Answered ✓ Closed quidster 75 views 4 comments 0 points Most recent by quidster April 2024Registers & Transactions (Mac)
• 
  Merge downloaded transactions that don't auto-match

  Closed Shelster 146 views 1 comment 1 point Most recent by jacobs April 2024Registers & Transactions (Mac)
• 
  Investment Account Transfer Can't Match Downloaded Transaction

  Closed micdif 21 views 1 comment 0 points Most recent by NotACPA April 2024Registers & Transactions (Windows)
• 
  Transfers Different Dates in Accounts

  Answered ✓ Closed danielgullo 482 views 16 comments 0 points Most recent by Chris_QPW April 2024Registers & Transactions (Windows)
• 
  Budget Report - Exclude All Transfers...but still showing?

  Closed Keith Davis 42 views 1 comment 0 points Most recent by Quicken Kristina March 2024Reports (Windows)
• 
  How to record transfer from one checking account into another account

  Answered ✓ Closed Steph772001 622 views 7 comments 0 points Most recent by Ps56k2 February 2024New to Quicken/Getting Started (Windows)
• 
  How do I categorize a transfer between bank accounts as allowance for our son?

  Closed BethE 123 views 5 comments 0 points Most recent by Ps56k2 February 2024Registers & Transactions (Windows)
• 
  Create a Transfer Box (Between account) above the Category Box

  Closed mtakwax 122 views 6 comments 1 point Most recent by Chris_QPW February 2024Registers & Transactions (Windows)
• 
  Invalid Transfers Mac

  Closed ken deemer 142 views 1 comment 0 points Most recent by jacobs January 2024Errors and Troubleshooting (Mac)
• 
  Transaction Wrongly Interpreted as IRA Contribution

  Answered Closed Jimbert 41 views 3 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
• 
  Planning Tab - Monthly (non-RMDs!) Withdrawals from Invesment Acct., Reg. IRA and ROTH IRA

  Answered ✓ Closed Daryl M. 121 views 2 comments 0 points Most recent by Daryl M. January 2024Budgeting and Planning Tools (Windows)
• 
  When withdrawing an RMD from an IRA account, what type of transaction is the check transfer out?

  Answered ✓ Closed Strasma 446 views 4 comments 0 points Most recent by jacobs January 2024Investing (Mac)
• 
  How to split a downloaded transfer?

  Answered Closed MikeD331 71 views 3 comments 0 points Most recent by Quicken Kristina January 2024Registers & Transactions (Windows)
• 
  One Side of Linked Transfer Transaction Missing (Q Mac)

  Closed dioxide45 263 views 4 comments 1 point Most recent by dioxide45 January 2024New to Quicken/Getting Started (Mac)
• 
  Transfers not matching

  Answered Closed mathminded 616 views 11 comments 0 points Most recent by Chris_QPW January 2024Download, Add/Update Accounts (Windows)
• 
  How do you link a transfer?

  Answered Closed A Pensive Panda 1.3K views 7 comments 0 points Most recent by Chris_QPW December 2023Registers & Transactions (Windows)
• 
  When would I use the Category called Credit Card Payment?

  Answered ✓ Closed WolfieH3 841 views 2 comments 1 point Most recent by WolfieH3 December 2023Budgeting and Planning Tools (Windows)
• 
  Categories were changed to transfers, how do I get the original categories back? [Edited]

  Answered Closed Phil Ritter 121 views 4 comments 1 point Most recent by Phil Ritter December 2023Reports (Windows)