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To transfer money between an investment account and another account of any type, use the Cash Transferred dialogs.
To go to the other account involved in a transfer
- In the register, the transaction list, or the Write Checks window, select the transaction that contains the transfer information. (For split transactions, click Split to display the category information for the transaction. Then click the line that contains the name of the transfer.)
- Choose Edit menu > Transaction > Go To matching transfer. If you changed the function of the CTRL keys in the Setup Preferences dialog, the CTRL+X key won't work here.
Note
This topic covers ways to record a transfer in Quicken. The process of making this transfer happen in the real world is separate. There is, however, another class of transfers, called online transfers, which integrate the process of making the transfer in your real world accounts and recording it in Quicken.