Transferring cash, brokerage acct to bank savings acct

Jan 06, 2012 1 Replies

This sounds like a silly stupid question, but I don't like the way Quicken is doing it using on-line updates.



I am taking quarterly accumulated cash dividends from a brokerage account to my bank savings account in order to increase my retirement income. When I look at the transactions that got downbloaded by my on-line updates, it shows a Withdraw from the brokerage account and a separate Deposit in my bank account. I understand this ? being two separate accounts, Quicken can't associate the transactions with one another. But I want to correct it to show that it was a transfer.



When I try to edit the Withdraw transaction to a WithdrawX, it doesn't allow me to do so. Can someone suggest how I can make the associated transactions happen?



I have my brokerage accounts set to "Show Cash in a Checking Account"

I then do all my transfers into and out of the associated Checking Account.

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