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Enter the date, and the amount of the transaction.
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Verify the account you're transferring money from, the source account.
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Select the account you're transferring money to, the destination account.
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If you want to transfer money to an account that you haven't previously set up in Quicken, click Add New Account in the To Account list.Can I categorize or tag the transfer?You can't include a transfer and a category in the same Category field, but you can tag the transfer.
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Enter a memo for the transfer. (Optional)
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Click OK.