Do you use invoicing for your small business? We want your feedback! Learn More
Realign investment holds
I am using Quicken for Windows, 2019, R 17.6, build 18.104.22.168 on Windows 10. Years ago I grouped my retirement investments together in a single account which includes a number of mutual funds. I did the same for non-retirement investments, other than those held by a broker (which were placed in an account for that broker and are fine), which account holds both mutual funds and individual stocks not filed with a broker (inherited). Some time in the past, when upgrading Quicken, those two accounts were assigned to a financial institution, apparently at random, which has messed up all the transactions. I realize my method was not good and now need to separate out mutual funds and single stocks, along with their transactions. How do I do that?