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How can I consolidate two Quicken accounts?

At Vanguard I closed an IRA account and opened a new one. Vanguard shows me with one account. Quicken shows both accounts. How can I consolidate them.

Answers

  • Gary Drake
    Gary Drake Member ✭✭
    Have Quicken Deluxe 2019 version 5.12.3
  • Hello Gary,

    Sorry, you have yet to receive a response.

    There is no way to combine 2 investment accounts, transactions cannot be moved or copied from one account to another.

    You can look into transferring the shares from one account to another.

    To create a transfer shares transaction, start in the account where the shares would be moving from. Then create a new transaction.

    Change the "Type" to "Transfer Shares" you should then see this screen below.



    You may also consider hiding the previous IRA account and move forward using the new account.

    Hope this helps!

    -Quicken Tyka
    ~~~***~~~
  • Gary Drake
    Gary Drake Member ✭✭
    Shares have already been transferred. If I hide the old account I lose all the history and the graphs look off.
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