Account Transfer Matching Does Not Work in Quicken



Overview

Quicken offers Transfer Detection to help you identify transfers between accounts. For example, you may transfer funds from your savings to your checking or from checking to credit card. If you have been using Memorized Payees and/or Renaming Rules to work-around manually creating transfers in your Quicken data file in prior versions of Quicken, the Transfer Detection will defer to your Memorized Payee and will not occur.

If you would like the Transfer Detection to occur in your data file

  1. Click on Edit on the top menu bar, then select Preferences.
  2. Select Transfer Detection on the left, under Register.
  3. On the right, select Scan downloaded transactions for possible transfers then choose an option to either automatically add transfers to your register, or to confirm before entering.
  4. Click OK when finished.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.