Drag and drop transactions not working

ravi_subrahmanyan

I accidentally entered three transactions (one money transfer and two sell) into one Brokerage account and want to transfer the transactions into the correct account.

In the past I've dragged and dropped from the register of the source account into the account in the list on the left hand side pane of the window.

This time, I was able to drag and drop the first transaction. When I grab the second transaction to drop, the text becomes very small and I'm not allowed to drop it into the target account. Am I doing something incorrectly? I tried quitting and restarting Quicken but that did not fix the issue.

I am running Quicken Deluxe for Mac 2020 Version 5.16.1 (Build 516.33903.100) under macOS 10.15.5.

John_in_NC

Hi, Ravi:

You can move cash transactions between accounts, but you cannot move investment transactions between accounts.

In addition to the transaction reducing the text to a very small size, you should also see a prohibitory sign (circle with line through it) pop up showing you can't move the transaction. This is nothing new.

You will have to reenter the transaction in the correct account, and delete the erroneous one in the other account.

John_in_NC

Hi, Ravi:

You can move cash transactions between accounts, but you cannot move investment transactions between accounts.

In addition to the transaction reducing the text to a very small size, you should also see a prohibitory sign (circle with line through it) pop up showing you can't move the transaction. This is nothing new.

You will have to reenter the transaction in the correct account, and delete the erroneous one in the other account.

ravi_subrahmanyan

Thanks John - that's what it was. I did see the prohibitory sign you mentioned. Ok, I've re-entered the information as you suggested. Thank you.