Tranferring entry from one investment account to another

Leslie Jones

I mistakenly entered over a dozen buy entries into the wrong account. With the old Quicken for Mac I could transfer by dragging it to another account or Transfer would be available in a pull down. Any ideas without me re-entering all that info again?

jacobs

Unfortunately, you could never drag-and-drop transactions in investment accounts. It works in all banking accounts.

I think you're stuck re-entering the transactions and deleting them from the wrong account. Hopefully someone else will chime in if there's any alternative.

jacobs

Unfortunately, you could never drag-and-drop transactions in investment accounts. It works in all banking accounts.

I think you're stuck re-entering the transactions and deleting them from the wrong account. Hopefully someone else will chime in if there's any alternative.