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When you transfer money between accounts, one account balance increases and the other account balance decreases—but your net worth remains the same. Quicken records a transfer in your "transfer from" account register and creates a parallel transaction in the "transfer to" account.

The category field in a transfer transaction shows the other account involved (for example, if the current account is the transfer to account, the category field displays the transfer from account).

To transfer money between two non-investment accounts:

To transfer money between an investment account and another account

To go to the other account involved in a transfer


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.