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How do I transfer money within Quicken?

  1. Enter the date, and the amount of the transaction.
  2. Verify the account you're transferring money from, the source account.
  3. Select the account you're transferring money to, the destination account.
  4. 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?
  5. Enter a memo for the transfer. (Optional)
  6. Click OK.
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