Transfers

Help with editing Investment Transaction transfers (edited)

Answered N4KHQ 37 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers

Splits with multiple transfers no longer show "Go to the other side" for all transfers

EL1234 169 views 35 comments 0 points Most recent by Coach Jon February 27Report a Bug

1

QBP: Transfers from business to personal accounts should show as Income in Spending Plan

Active cyberstackn 21 views 2 comments 1 point Most recent by cyberstackn February 27Quicken Business & Personal Feature Requests

Merged: Bill Reminder Disappeared

Closed Jhinkk 4 views 0 comments 0 points Started by Jhinkk February 26 Report a Bug

Transfer linked to transaction from last month (edited)

System 24 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting

8

Ability to disable the automatic linking of Transfers (edited)

Active SidKa 415 views 21 comments 8 points Most recent by EL1234 February 24Feature Requests

Manual Transfer Linking Bug

N4KHQ 140 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting

Editing the date on one side of a linked transaction is affecting the other side

Closed ejs 64 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting

Cannot "clear" a transaction that was created via a transfer within a split

Closed EL1234 35 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting

Taxable IRA Withdrawal On Which Side?

Closed Diver4242 16 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income

Other side of future recurring transfer disappears after multiple manual edits

Closed RobWilk 15 views 2 comments 0 points Most recent by ben510 January 26Report a Bug

Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

Closed Eman321 54 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting

Transfers are not Bills!

Closed donnajean 401 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan

15

Make 'Transfers' its own section in the Spending Plan (edited)

Active DryHeat 120 views 7 comments 15 points Most recent by EL1234 December 2025Feature Requests

Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

Answered ✓ Closed Melisa 47 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports

The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

Closed DryHeat 87 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug

For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

Closed DryHeat 112 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan

2

Ability to hide excluded items from the Bills section of the Spending Plan (edited)

Active JuMelo 13 views 0 comments 2 points Started by JuMelo December 2025 Feature Requests

7

Ability to add and manage Transfer Categories (edited)

Active theromm 378 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests

Adding subcategories under "Transfer"

Answered ✓ Closed DryHeat 119 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers

Manually link transfers to each other

Closed paradisfm 46 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions

The system recognize and correctly categorize transfers between accounts [Edited]

Closed scribblerjane 35 views 1 comment 1 point Most recent by DryHeat November 2025Feedback

Help linking a manual investment transaction as a transfer (edited)

Closed maxvv 34 views 2 comments 0 points Most recent by SRC54 November 2025Troubleshooting

4

Transfers created from a Split Transaction should show Flags in the register (edited)

Active EL1234 84 views 8 comments 4 points Most recent by Dick_Davis October 2025Feature Requests

Help with counting transfers as income (edited)

Closed z1r 167 views 6 comments 0 points Most recent by DryHeat October 2025Bills and Income

Editing linked transfer deletes one side of transaction

ejs 111 views 4 comments 1 point Most recent by Coach Natalie October 2025Report a Bug

Checking Exclude from Reports does not save when changing Transfer category

Closed segmented-reality 31 views 4 comments 0 points Most recent by Coach Jon October 2025Report a Bug

Recurring Transfers, which side to use for setup?

Answered ✓ Closed DannyB 89 views 11 comments 0 points Most recent by DannyB September 2025Bills and Income

Issues with transfers linking incorrectly

Closed Jenny T 56 views 7 comments 0 points Most recent by DryHeat September 2025Troubleshooting

Bill Connect for Credit Cards: Share your feedback here!

Closed Coach Natalie 1.9K views 122 comments 0 points Most recent by Coach Natalie September 2025Feedback

Transfers

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