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Quicken Classic for Mac
Registers & Transactions (Mac)
How do I tranfer transaction between accounts in Quicken 2020
whittlee
I recently moved my accounts between brokerages and I would like to transfer all of the cost lot information instead of starting from scratch and see now way to do this. thanks for the help.
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NotACPA
Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?
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NotACPA
Why not just disable the account from download, edit the account to remove the old brokerage name, exit Q, restart Q, and re-connect the existing account to the new brokerage?
whittlee
thanks hadn't thought of that, worked great
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