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Subject Author Date
Can a Monthly xfer be setup in Quicken? Dan 03-24-2007
Posted by Dan on March 24, 2007, 10:32 am
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 I have a added account to track and online pay several special
accounts. My question is they are both online my nomrla checkig and
this special checking account I woud like ot set up a repeating online
transfer of dunds from the one account to the other on say the 3rd of
each month. I want to do this so it is done automatically and I do not
forget. All I see is a manual xfer that I would have to do online on
the day I want the fund xferred. Seems I might be missing a real easy
way to do this. It would be like paying my mortgage payment as I do
with online repeating payment set for 1st each month but I want th
funds sent to and xferred to the other checking account.

Is there a way to do this? Thanks I am using 2007 with XP

Posted by Andrew on March 24, 2007, 10:36 am
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 Dan wrote:
> I have a added account to track and online pay several special
> accounts. My question is they are both online my nomrla checkig and
> this special checking account I woud like ot set up a repeating online
> transfer of dunds from the one account to the other on say the 3rd of
> each month. I want to do this so it is done automatically and I do not
> forget. All I see is a manual xfer that I would have to do online on
> the day I want the fund xferred. Seems I might be missing a real easy
> way to do this. It would be like paying my mortgage payment as I do
> with online repeating payment set for 1st each month but I want th
> funds sent to and xferred to the other checking account.
>
> Is there a way to do this? Thanks I am using 2007 with XP

Can you set this up directly with your financial institution? That way, you
wouldn't be dependent on Q from an external source.

--
-------------------------------------------------------------
Regards -

- Andrew



Posted by Dan on March 24, 2007, 12:15 pm
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>Dan wrote:
>> I have a added account to track and online pay several special
>> accounts. My question is they are both online my nomrla checkig and
>> this special checking account I woud like ot set up a repeating online
>> transfer of dunds from the one account to the other on say the 3rd of
>> each month. I want to do this so it is done automatically and I do not
>> forget. All I see is a manual xfer that I would have to do online on
>> the day I want the fund xferred. Seems I might be missing a real easy
>> way to do this. It would be like paying my mortgage payment as I do
>> with online repeating payment set for 1st each month but I want th
>> funds sent to and xferred to the other checking account.
>>
>> Is there a way to do this? Thanks I am using 2007 with XP
>
>Can you set this up directly with your financial institution? That way, you
>wouldn't be dependent on Q from an external source.


prob could but would prefer to use Quicken just for control.. Might
have to go your way though thansk for the reply

Posted by Fred Smith on March 25, 2007, 5:14 pm
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Certainly, you can schedule an automatic transfer. It's a Scheduled Transaction,
with a category of the transfer account (ie [Account])

--
Regards,
Fred


>I have a added account to track and online pay several special
> accounts. My question is they are both online my nomrla checkig and
> this special checking account I woud like ot set up a repeating online
> transfer of dunds from the one account to the other on say the 3rd of
> each month. I want to do this so it is done automatically and I do not
> forget. All I see is a manual xfer that I would have to do online on
> the day I want the fund xferred. Seems I might be missing a real easy
> way to do this. It would be like paying my mortgage payment as I do
> with online repeating payment set for 1st each month but I want th
> funds sent to and xferred to the other checking account.
>
> Is there a way to do this? Thanks I am using 2007 with XP



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