How to Transfer Cash to and from a Quicken 2013 Account

Because you work with cash in a brokerage account, you need to know how to use Quicken 2013 to record the cash that flows into and out of the account.

1

To transfer cash to an account, display the investment account’s window.

You can do this in more than one way, as luck would have it, but one easy way is to click the investment account on the Accounts bar. The investment account window should look something like the one shown.

2

Indicate that you’re transferring money.

Click the Enter Transactions button. Quicken displays the dialog box shown. Choose Cash Transferred into Account in the Enter Transaction drop-down list box.

3

Record the transaction date, amount, and account.

To record the amount of a cash transfer, confirm the transaction date (shown in the Transaction Date text box), enter the dollar amount in the Amount to Transfer text box, and then specify the checking account supplying the cash in the Transfer Account drop-down list box.

Then click the Enter/New or the Enter/Done button. (If you click Enter/New, Quicken records the transaction but leaves the dialog box open so that you can record some more transactions.)

4

To transfer cash from an account, display the investment account's window.

You can do this in more than one way, but one easy way is to click the investment account on the Accounts bar.

5

Indicate that you’re transferring money from an account.

Click the Enter Transactions button. Quicken displays the dialog box shown. Choose Cash Transferred out of Account in the Enter Transaction drop-down list box.

6

Record the transaction date, amount, and account.

To record the amount of a cash transfer, again confirm the transaction date (using the Transaction Date text box), enter the dollar amount in the Amount to Transfer text box, and specify the checking account receiving the cash in the Transfer Account drop-down list box. Then click either the Enter/New or the Enter/Done button.

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