Scheduling a Transfer Between Two Accounts

In quicken 2010 and newer:

  1. Click on Tools on the top menu bar, then select Manage Bill and Income Reminders.
  2. In the Bill and Income Reminders window, click on the Create New drop-down menu and select Transfer reminder.
  3. Add the required details.
  4. Select the source account from the From account drop-down list.
  5. Select the destination account from the To account drop-down list.
  6. Click OK.

In Quicken 2009

  1. Click on Tools on the top menu bar, then select Scheduled Transaction List.
  2. From the Create New drop-down list, and then select the type of transaction you want to use.
  3. Within the Scheduled Transaction Type dialog box, click the applicable option button, and then click OK.
  4. From the Account to use drop-down list, select the account to transfer from.
  5. From the Category drop-down list, select the account you want to transfer the amount to.
  6. Enter the remainder of the required data, and then click OK.

Search Support:

Search form

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