How to Separate 2 entities (Brokerage and Mutual fnd companies) I combined yrs ago in 1 account
Many years ago when I started using Quicken I made the mistake of putting two financial institutions into one account (a brokerage house and a mutual fund company) named "Stocks". I never tried to download data to it--just put the entries in manually from the paper statements. But when I was trying to correct multiple double entries from a recent update and I had to redo some account properties I erroneously authorized updating the brokerage and mutual fund company's data on the next data download. It did not go well. I will go to the prior backup and start again there, but I'd like to correct my early mistake and separate the two entities. I've been told I cannot divide the current account. I was thinking of HIDING the account, then going to the two entities and downloading them as if they were new accounts. That would allow me to retain all the old data if I need to access it, and be able to have current and new data downloadable. Is this a good way to this? Is there a better way? Thank you for any help/guidance you can offer.
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