Spawning several accounts from one account!

I've been using Quicken for some years now for personal as well as rental property management, yet I am hardly scratching the surface and continue to be encouraged by its rich functionality and further potential. I now find myself with this challenge (among others); that is… some years ago I had a brokerage account, where subsequently I would open additional accounts that held various other securities (including certificates of deposit) often funded from the primary account. I took the lazy way and kept them all under the one original account name but now find it cumbersome for reporting and audit purposes. Also moving funds in/out to some of these “phantom” accounts, that really reside under the one original account. I feel I'd be better served by separating out the lower-level accounts, including the history. I'm looking for any good recommendations on strategies to how to approach this and would welcome any thoughtful response. With many thanks.


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Did you use different securities to track the given "accounts"/CDs?

    If you did you should be able to move a set of transactions tied to that security using the new "Move Transactions" menu item that was added to Quicken a while ago.

    You will find it in the gear icon menu in the upper right of the register.

    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: