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- In the register, the transaction list, or the Write Checks window, select the transaction that contains the transfer information. (For split transactions, click Split to display the category information for the transaction. Then click the line that contains the name of the transfer.)
Use the shortcut CTRL+SHIFT+X.
ChooseInfo You can also choose
. If you changed the function of the CTRL keys in the Setup Preferences dialog, the CTRL+X key won't work hereEdit menu > Transaction > Go To matching transfer
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Note
This topic covers ways to record a transfer in Quicken. The process of making this transfer happen in the real world is separate. There is, however, another class of transfers, called online transfers, which integrate the process of making the transfer in your real world accounts and recording it in Quicken.
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