move transaction

How do I move a transaction entered in error from one account to another. Instructions online say click edit button on right side of the entry, but my version does not have an edit button on right side of entry.

Best Answer

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    It sounds like you were reading instructions for Quicken Windows.

    If this is a banking-type account (checking, savings, cash, credit card) simply click a transaction to highlight it and drag the transaction from the register to the desired destination account in the left sidebar. That's it -- just click and drag. You can move one transaction or many at a time in this way.

    If this is na investment account, you can't drag-and-drop; post back if that's the case, and what type of transaction you're trying to move. 
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Accepted Answer
    It sounds like you were reading instructions for Quicken Windows.

    If this is a banking-type account (checking, savings, cash, credit card) simply click a transaction to highlight it and drag the transaction from the register to the desired destination account in the left sidebar. That's it -- just click and drag. You can move one transaction or many at a time in this way.

    If this is na investment account, you can't drag-and-drop; post back if that's the case, and what type of transaction you're trying to move. 
    Quicken Mac Subscription • Quicken user since 1993
  • Jacobs, Thank you so much. You are this 81-yr old lady's hero! : )
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