How To Transfer Money Between Accounts in Quicken

This video will show you the correct way to transfer money between accounts so you make only one entry and the transactions show up in both accounts WITHOUT also showing as an expense. All you want to do is move money, you do not want to record an expense or an income transaction. You would need this for examples such as these:

1- Move money from your checking account to your savings account.
2- Transfer money to a credit card account to pay the bill. You don't want to expense this because the individual transactions on your credit card have already been expensed.
Note: If you are not expensing individual transactions, for example, you are not using the web transaction downloads and you are not tracking individual transactions, you may want to expense the transfer.
3- Transfer money from your savings account to your checking account.

Learn to Transfer Between Accounts in Quicken Tutorial.

#Quicken #Tutorial

[Skeeterz]

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[vpsmitty]

Thank you! I have struggled with this for a long time, and it was causing my balances and reports to be off. I appreciate your video and the time you spent to make it.

[a.nuthatch]

I have spent years trying and failing with Quicken. This video just solved one of my most persistent issues. Thank you!

[MelindaAllen-gt]

Oh my gosh finally thank you so much for this video. I have search everywhere for how to do this. Thanks a bunch

[Maktubmaybe]

You are the wind beneath my wings you have no idea how much I needed that :)

[cesaerrod]

THANK YOU!!! i have spent literally hours trying to figure this out!!!

[jfctube]

This is a life saver! I just restored from backup a second time to deal with this.

[tleigh]

WHOA! This really helped me figure out my transfer issues

[laurabourhenne]

This was so helpful!! I'm coming over from Quickbooks and this issue was driving me nuts. Thank you very much!

[KevinHanna-ctyq]

Thank you for the explanation which was very helpful - fortunately this was the first YouTube video I watched to resolve the same issue you describe. For me the issue was created by the way Quicken automatically assigned the categories (incorrectly in the case of transfers). Appreciate your time to post this!

[angeliaallen]

Thank you for this video. Ive spent years trying to figured this out!

[tigerz]

ty for your help the transfer being recorded as an expense wrecked our budgeting plans for years. I could not find any help from quicken. the fix is so easy but so hidden and not known....

[michellemichelle]

Thank you so much!! I was wrecking my brain. Your video was clear and concise!

[Georgi]

I’m new to quicken so thank you so much for this!!!

[rudraprasad]

New to Quicken. Appreciate the assistance. Thank you!

[eron]

I watched this because I set up an account in Quicken for my Honda auto loan. I kept wondering how to link the payment from my checking account to the auto loan account.... I think your video is going to help get me there... I think. Only question I have is, the money is both a transfer and an expense that should be tracked. May still end up entering them separately. Thank you for your video. I so want to start using Quicken again, but I'm having trouble getting started.

[kendunn]

This simple but crucial step, thank you for doing this video

[StephanRichard]

I have about 20 accounts I transfer between. For example, mortgage payments go to reduce my mortgage account, etc.. It's messy but it works

[Leway]

Thank You for showing me how to transfer funds between accounts

[rm]

Thanks for video! Saw that you were able to display category list. Did not realize you could do that, will have to check that out. Can manage categories better. Also I have been putting in TXFR in check number field for transfer transactions. Not sure if that makes a difference.