Transfers

Discussion List

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  Add a "Transfers" category to Spending Plan

  Active cyberstackn 5 views 1 comment 2 points Most recent by EL1234 2:03PMFeature Requests
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  Is there a report for transfers?

  Answered ✓ Lee Springer 42 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Escrow and Investment Transfers in Spending Plan

  SteadyTrajectory 104 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  Festivus is Over But I Still Have Grievances!

  Tim Etherington 48 views 8 comments 0 points Most recent by Tim Etherington April 9Feedback
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  Spending Plan: Upcoming credit card payment showing in both Bills and Other Spend

  DryHeat 36 views 3 comments 0 points Most recent by Coach Jon April 2Troubleshooting
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  Trying to confirm transfer concept for including in Spending Plan (edited)

  Redfrog09 13 views 2 comments 0 points Most recent by SRC54 April 1Using Transfers
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Darknight21631 67 views 4 comments 0 points Most recent by Coach Jon April 1Troubleshooting
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  Editing linked transfer deletes one side of transaction

  ejs 124 views 5 comments 1 point Most recent by Coach Natalie April 1Report a Bug
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  Transfer category accounts list in transactions got drastically narrower after 6.11.0 update

  KB2014 167 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 42 views 7 comments 0 points Most recent by SRC54 March 7Using Transfers
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  Splits with multiple transfers no longer show "Go to the other side" for all transfers

  Closed EL1234 173 views 35 comments 0 points Most recent by Coach Jon February 27Report a Bug
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  QBP: Transfers from business to personal accounts should show as Income in Spending Plan

  Active cyberstackn 26 views 2 comments 1 point Most recent by cyberstackn February 27Quicken Business & Personal Feature Requests
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  Merged: Bill Reminder Disappeared

  Closed Jhinkk 1 view 0 comments 0 points Most recent by Jhinkk February 26Report a Bug
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  Transfer linked to transaction from last month (edited)

  Closed System 23 views 6 comments 0 points Most recent by Coach Natalie February 24Troubleshooting
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  Ability to disable the automatic linking of Transfers (edited)

  Active SidKa 466 views 21 comments 8 points Most recent by EL1234 February 24Feature Requests
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  Manual Transfer Linking Bug

  Closed N4KHQ 161 views 22 comments 0 points Most recent by N4KHQ February 13Troubleshooting
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  Editing the date on one side of a linked transaction is affecting the other side

  Closed ejs 73 views 9 comments 0 points Most recent by Coach Natalie February 9Troubleshooting
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  Cannot "clear" a transaction that was created via a transfer within a split

  Closed EL1234 43 views 5 comments 0 points Most recent by EL1234 February 5Troubleshooting
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  Taxable IRA Withdrawal On Which Side?

  Closed Diver4242 12 views 2 comments 0 points Most recent by DryHeat January 31Bills and Income
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  Other side of future recurring transfer disappears after multiple manual edits

  Closed RobWilk 11 views 2 comments 0 points Most recent by ben510 January 26Report a Bug
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  Issue with Short-Term CD Maturities and Transfers Not Updating Correctly

  Closed Eman321 51 views 6 comments 0 points Most recent by Eman321 January 5Troubleshooting
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  Transfers are not Bills!

  Closed donnajean 485 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 127 views 7 comments 15 points Most recent by EL1234 December 2025Feature Requests
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  Trying to generate a report with how much money I have transfered/paid to loan and credit card acct

  Answered ✓ Closed Melisa 52 views 3 comments 0 points Most recent by Coach Jon December 2025Using Reports
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  The Money In/Out exclusions in Recurring Income Transfer Series apply backwards (edited)

  Closed DryHeat 109 views 5 comments 1 point Most recent by DryHeat December 2025Report a Bug
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  For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out?

  Closed DryHeat 121 views 8 comments 0 points Most recent by DryHeat December 2025Using the Spending Plan
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  Ability to hide excluded items from the Bills section of the Spending Plan (edited)

  Active JuMelo 11 views 0 comments 2 points Most recent by JuMelo December 2025Feature Requests
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  Ability to add and manage Transfer Categories (edited)

  Active theromm 383 views 9 comments 7 points Most recent by DryHeat November 2025Feature Requests
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  Adding subcategories under "Transfer"

  Answered ✓ Closed DryHeat 111 views 12 comments 0 points Most recent by EL1234 November 2025Using Transfers
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  Manually link transfers to each other

  Closed paradisfm 56 views 3 comments 0 points Most recent by RickS November 2025Managing Your Transactions