Transfer detection preferences
- Choose Edit menu > Preferences.
- In the left pane, select Transfer Detection.
- In the right pane, select the settings you want to use.
- Click OK to save your changes.
If you select this option, Quicken will scan your transactions as they are being downloaded to detect transfers between your accounts.
If you select this option, when Quicken finds a matched pair of transactions (a deposit in one account, and an matching withdrawal in another account), it will automatically create the transfer in Quicken for you.
If you select this option, when Quicken finds a matched pair of transactions (a deposit in one account, and an matching withdrawal in another account), it will ask you to confirm the transfer before creating it in Quicken for you.