Transfers

Discussion List

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  Rules and Transfers?

  Answered lyr-finance 22 views 1 comment 0 points Most recent by Coach Natalie May 11Managing Your Transactions
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  Transfers not properly linking

  MattB314 20 views 2 comments 0 points Most recent by Coach Jon May 8Troubleshooting
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  Tax Mapping Transfers?

  Mortimer Duke 19 views 2 comments 0 points Most recent by Mortimer Duke May 7Using Transfers
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  Transfers STILL broken after disappearing transactions fiasco.

  HDmoney 56 views 3 comments 1 point Most recent by Coach Natalie May 6Troubleshooting
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  Transfer categorizes as expense in reports (edited)

  Casablanca 103 views 9 comments 1 point Most recent by Casablanca May 4Managing Your Transactions
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  How to not have automatic transfers to savings count as income? (edited)

  Answered ✓ Kelacom 43 views 7 comments 1 point Most recent by DryHeat April 30Categories and Tags
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  Transfer transactions allow boxes to be unchecked to include in reports, but don't show up (edited)

  Darknight21631 87 views 5 comments 0 points Most recent by Coach Jon April 28Troubleshooting
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  How to do IRA transfer to checking with taxes taken out?

  Answered ✓ Diver4242 11 views 1 comment 0 points Most recent by SRC54 April 27Managing Your Transactions
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  New Reports are showing “Transfers” as a category which are clearly marked “Don’t include in Reports

  NavyGolf 22 views 1 comment 0 points Most recent by DryHeat April 26Report a Bug
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  Make 'Transfers' its own section in the Spending Plan (edited)

  Active DryHeat 146 views 9 comments 16 points Most recent by EL1234 April 19Feature Requests
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  Is there a report for transfers?

  Answered ✓ Closed Lee Springer 44 views 3 comments 0 points Most recent by SRC54 April 12Using Reports
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  Escrow and Investment Transfers in Spending Plan

  Closed SteadyTrajectory 103 views 11 comments 0 points Most recent by SteadyTrajectory April 11Troubleshooting
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  Festivus is Over But I Still Have Grievances!

  Closed Tim Etherington 46 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

  Closed DryHeat 44 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)

  Closed Redfrog09 12 views 2 comments 0 points Most recent by SRC54 April 1Using Transfers
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  Editing linked transfer deletes one side of transaction

  ejs 121 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

  Closed KB2014 164 views 34 comments 0 points Most recent by DryHeat March 22Troubleshooting
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  Help with editing Investment Transaction transfers (edited)

  Closed N4KHQ 48 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 172 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 32 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 21 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 462 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 71 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 42 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 481 views 40 comments 1 point Most recent by EL1234 December 2025Using the Spending Plan