Quicken 2009

Transferring funds to another Quicken account

After setting up multiple Quicken accounts within the same data file, you can transfer funds from one account to another. For instance, if an annual bonus is deposited into your chequing account, you can transfer some percent of the bonus to your savings account.

To transfer funds from one account to another:

  1. In the Accounts pane, click the account from which you want to transfer money. The account details are displayed in the Activity Center area.

  1. In the Activity Center area, click the Transfer button. The Record a Transfer between Quicken Accounts dialog box is displayed.

From the Transfer Money From drop-down list, select the current account.

From the To Account drop-down list, select the account to which you are transferring the money.

In the Memo field, enter a memo or note.

In the Date field, enter the date of transfer.

In the Amount field, enter the payment amount.

Click OK.

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