How do I transfer money within Quicken?
- Enter the date, and the amount of the transaction.
- Verify the account you're transferring money from, the source account.
- Select the account you're transferring money to, the destination account.
- 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.
- Enter a memo for the transfer. (Optional)
- Click OK.