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How do I transfer cash into or out of an account?


  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, choose Cash Transferred into Account or Cash Transferred out of Account.
  4. Use these dialogs to record transfers of money into or out of this investment account. Click a link below for more information.
    • Transfer account
    • Tax Year (for IRA accounts)
  5. Click Enter/New to enter another transaction, or Enter/Done to finish.

Notes

Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken—better yet, download them directly from your participating financial institution.

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