Transfers

Discussion List

• 
  Assigning a Category for a cash transfer from an Investment account to Checking account

  Closed KSES 724 views 11 comments 0 points Most recent by Jim_Harman November 2023Investing (Windows)
• 
  Add Memo & Account Columns to Bills (Income & Transfers)

  Closed mikeshick 32 views 1 comment 0 points Most recent by mshiggins November 2023Paying Bills, Online Billers & Reminders (Windows)
• 
  Accounting 101

  Answered Closed Kathryn See 141 views 4 comments 0 points Most recent by Kathryn See November 2023Registers & Transactions (Windows)
• 
  Best way to synch up account timeframes

  Answered Closed Flotzam 41 views 1 comment 0 points Most recent by Quicken Kristina November 2023Download, Add/Update Accounts (Windows)
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  Downloaded Transactions Auto-Categorized as Transfers

  Closed Jim38@ 51 views 1 comment 0 points Most recent by Anthony Navarro November 2023Errors and Troubleshooting (Mac)
• 
  Account not showing on category list

  Closed rblindt73 31 views 1 comment 0 points Most recent by Tom Young November 2023Registers & Transactions (Windows)
• 
  Red arrow for transfer accounts

  Answered Closed Jonathan Perkins 412 views 2 comments 0 points Most recent by Jonathan Perkins November 2023Registers & Transactions (Mac)
• 
  When will the issue of split transactions get fixed?

  Answered Closed Ben Michaud 146 views 11 comments 1 point Most recent by jacobs October 2023Registers & Transactions (Mac)
• 
  What is suggested way to handle money transfers between friends? (edit)

  Answered Closed mikek753b 1.1K views 23 comments 0 points Most recent by Chris_QPW October 2023New to Quicken/Getting Started (Windows)
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  Transaction report showing zeros instead of correct transfer amounts

  Closed thompson87 203 views 1 comment 0 points Most recent by Quicken Kristina October 2023Errors and Troubleshooting (Windows)
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  Budgeting-Transfers-Custom Category Groups Causes Category to Disappear in Budgeting Window

  Closed mtn_living 133 views 8 comments 0 points Most recent by mtn_living October 2023Budgeting and Planning Tools (Windows)
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  Quicken Mac Mortgage Problem: Balance Adjustment and Payments Adding to Balance

  Closed hermes_actual 15 views 0 comments 0 points Most recent by hermes_actual September 2023Registers & Transactions (Mac)
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  successful stress test with schwab on mac beta, personalized direct index acct

  Closed india just 22 views 0 comments 0 points Most recent by india just September 2023Investing (Mac)
• 
  Automatic payments category not referencing payment account

  Closed physicsguy 21 views 1 comment 0 points Most recent by UKR August 2023Registers & Transactions (Windows)
• 
  I have the lastest version of Quicken for Mac. It randomly has disconnected transfers.

  Answered Closed Dougb4 95 views 8 comments 0 points Most recent by Quicken Kristina August 2023Registers & Transactions (Mac)
• 
  Chase transfers have wrong transfer account in Category field

  Closed Robert Berman 132 views 9 comments 0 points Most recent by Robert Berman July 2023Download, Add/Update Accounts (Windows)
• 
  Invalid Transfer Message

  Closed jrc362 364 views 2 comments 0 points Most recent by jrc362 July 2023Errors and Troubleshooting (Mac)
• 
  Quicken support for Canada

  Closed YurkoWasHere 957 views 11 comments 0 points Most recent by Arctic Hare July 2023All Things Canadian (Windows)
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  14

  Up
  Dashboard graphs should allow omitting transfers - Income vs. Expenses is not useful as a result

  Reviewed Scheff 41 views 4 comments 14 points Most recent by Tom39 July 2023Display/UI
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  Need transfer transactions to appear in transactions by categories report (Q Mac)

  Answered Closed Garry@ 345 views 3 comments 0 points Most recent by Garry@ June 2023Registers & Transactions (Mac)
• 
  how transfer one stock held in 2 Schwab accounts into one Schwab account in Quicken

  Answered ✓ Closed John_L 41 views 1 comment 0 points Most recent by Jim_Harman June 2023Investing (Windows)
• 
  Still having Citicard Reconciling issues

  Closed Melanie Sherwood 72 views 2 comments 0 points Most recent by Melanie Sherwood June 2023Download, Add/Update Accounts (Mac)
• 
  Transfers not Reflected in Transfer To Account

  Answered Closed Jim H. 426 views 3 comments 0 points Most recent by DominickF June 2023Registers & Transactions (Mac)
• 
  downloaded transfers do not automatically match

  Closed djy1691 51 views 2 comments 0 points Most recent by UKR June 2023Registers & Transactions (Windows)
• 
  Duplicate Transfers Caused by Transfer Reminders

  Closed Lemo_TX 101 views 6 comments 0 points Most recent by wawilso1 June 2023Registers & Transactions (Windows)
• 
  Handling Schwab's Purchase of TD Ameritrade in Quicken

  Answered Closed gfvalvo 2.3K views 22 comments 2 points Most recent by TomInAiken June 2023Download, Add/Update Accounts (Windows)