transfer to a new account

melbawhite
melbawhite Quicken Windows Subscription Member
edited May 2022 in Download, Add/Update Accounts (Windows)
i want to create a new account and move three individual account assets into it

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Are these investing accounts?

    Are you entering transactions manually for these accounts or downloading transactions? 

    Instructions will be somewhat different depending on your answers.
    QWin Premier subscription
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