Tax Line Assignment Not Updated on Transfer Transaction in Quicken



Overview

If you edit a transfer transaction to change the tax line assignment, the change only affects the account where the edit was performed. The other account used on the original transfer transaction still displays the original tax line assignments.

Instructions

Edit the both sides of the transfer transaction, once in each account used on the transfer.

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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.