![]() If not, you will have two copies of the transaction: the linked one and the non-linked one. When you do this, you may be offered merge the newly created linked transaction with the existing non-linked transaction. In Account A, edit the transaction and put Account B in the Transfer column as described above.ģ. ![]() Now, how to fix existing unlinked transfers:ġ. What happens if Quicken tells to accept downloaded transactions before deactivating online services At first, open the account register and then select the. Now when you go to Account B, you will see the linked transfer transaction. You can also just put "Transfer:" in the category to create the transfer.Ĥ. Enter the transaction with "Transfer" as the category and put "Account B" in the Transfer column, where "Account B" is the other account.ģ. In Account A, make sure the Transfer column shows in the register (menu View > Columns)Ģ. Let's start with how to create a linked transfer transaction from scratch:ġ. If you don’t like Quicken’s default keyboard shortcuts, change them or. If you have the corresponding transaction in the 2nd account and it also does not show anything in the Transfer column, you may have just created two separate transactions that are not actually linked. If the difference between the banks records and yours equals one of the transactions listed in your register, you may have incorrectly marked the transaction. Here’s my top-ten list of tricks every Quicken userfrom novices to expertsshould know. If so, and if the transaction is actually a transfer between accounts, then the destination account should be showing in the Transfer column. It sounds like you have the Transfer column showing in the register, yes?
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