Can a Monthly xfer be setup in Quicken?

Mar 24, 2007 3 Replies

I have a added account to track and online pay several special accounts. My question is they are both online my nomrla checkig and this special checking account I woud like ot set up a repeating online transfer of dunds from the one account to the other on say the 3rd of each month. I want to do this so it is done automatically and I do not forget. All I see is a manual xfer that I would have to do online on the day I want the fund xferred. Seems I might be missing a real easy way to do this. It would be like paying my mortgage payment as I do with online repeating payment set for 1st each month but I want th funds sent to and xferred to the other checking account.



Is there a way to do this? Thanks I am using 2007 with XP


Can you set this up directly with your financial institution? That way, you wouldn't be dependent on Q from an external source.

prob could but would prefer to use Quicken just for control.. Might have to go your way though thansk for the reply

Certainly, you can schedule an automatic transfer. It's a Scheduled Transaction, with a category of the transfer account (ie [Account])

Join the Discussion

Have something to add? Share your thoughts — no account required.

Didn't find your answer?

Ask the community — no account required