Deleting investment account - transfers...what happens

What happens to transfer transactions (investment to checking for example) if I delete the investment account?  I am trying to correct transactions in the investment account by downloading a new copy from my broker but concerned over the transfers that are correct between the investment account and other accounts.

Best Answer


  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    If you start to delete the account, Quicken will tell you what will happen to transfers. The remaining side of the transfers will be to [Unspecified Account].

    Quicken user since version 2 for DOS, now using QWin Premier Subscription (US) on Win10 Pro.
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