Brokerage account duplicated

In June of 2020 I had a problem downloading data into Quicken for one of my brokerage accounts. I subsequently was able to create a new account for this brokerage account. It has worked fine since then. But, I have this old account (plus it's linked cash account) still on my Balance Sheet. Is there some way to eliminate them?

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    If you using the Quicken subscription, you may move the transactions from the old account register into the new account register and then delete the old account register: open the old account register, press Alt + Shift + N, and select Move Transactions   Before moving the transactions, I suggest you set Show cash in a checking account to No: open the old account register and press Ctrl + Shift + E

    Note: Before making any significant changes to your Quicken file, always save a backup: press Ctrl + B


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