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Move account completely to a second account

I have 3 accounts that are being transferred into another existing account - consolidation of all information. How do I do this in QFM?

Best Answer


  • RickORickO SuperUser, Mac Beta Beta
    You can drag and drop a selected group of transactions from one account register to the another account in the sidebar. This moves them. For investment accounts, this only is available for transactions of type payment/deposit.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Tom AndersonTom Anderson Member ✭✭
    Yes - these are not cash accounts but investments - securities.
  • RickORickO SuperUser, Mac Beta Beta
    In this case, as John points out above, you should use the securities transfer feature. To use this feature, go to one of the old account's registers and create a new transaction. For the transaction Type, select Transfer Shares. In this pane, you can select "All Securities". This will transfer all securities from the old account to the new account. It will do so by created a series of Remove Shares transactions in the old account and Add Shares transactions in the new account. You can also do this one security at a time, but you will need to enter the correct number of shares for each such transaction.

    Once the old account has been "cleaned out", you can use menu Accounts > Hide & Show Accounts to hide the old account. You will probably want to do that (rather than delete it) so that its history remains available in reports and in its register.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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