Moving transactions between investment accounts

jackvinson

I did dumb thing a few months ago - I had to re-enable transaction downloads for a couple of my investment accounts and mistakenly switched the online accounts associated with the Quicken account. So the balances and everything else are a mess between the two accounts - Account 1 has current transactions from Account 2 with its old transactions. And account 2 has current transactions from Account 1.

I was thinking that I could move the old transactions out of Account 1 into a temporary account. Then move old transactions from Account 2 to Account 1. Then move the temporary account transactions into Account 2.

But It doesn't look like I can easily move transactions from one account to another. Or am I missing something?

John_in_NC

You aren't missing anything-you can't move investment transactions.

I am not there to see your data, so I cannot suggest the best course of action. But, it sounds like you have to deactivate both accounts, and connect the correct one you wish to use moving forward and fix any issue you might have there. Then, delete the other account.

John_in_NC

You aren't missing anything-you can't move investment transactions.

I am not there to see your data, so I cannot suggest the best course of action. But, it sounds like you have to deactivate both accounts, and connect the correct one you wish to use moving forward and fix any issue you might have there. Then, delete the other account.