Move to Two Separate Brokerage Accounts???

Question

Hi:

Sorry for what is likely a very dumb question, but here goes:

I am running Quicken for Mac:

I have set up a Brokerage account with Vanguard, “Retirement, Not Sheltered”:

Something (I’m not sure what) has changed on their end, and the Vanguard WEB-site now lists two individual brokerage accounts (rather than one aggregate account), call them “VGRD 01” and “VGRD 02”. They both are included under “Retirement, Not Sheltered” and the numbers sum appropriately, but this Quicken setup makes it clunky to check and update the brokerage accounts.

Thus, as a simplifying bookkeeping maneuver, I’d like to generate not one but two accounts in Quicken: “Retirement, Not Sheltered VGRD 01” and “Retirement, Not Sheltered VGRD 02”.

For the life of me, I cannot figure how to do this. I cannot seem to drag/move the transactions from the current aggregate account to the newly created separate brokerage accounts:

Can anyone help?

Thank you very much!

Quicken Kristina · Answer

Thank you for the follow-up,

I'm glad to hear you found a solution, and thank you for coming back to share what worked!

If you need further assistance, please feel free to reach out!

LargeDoggie · Answer

Hi Kristina:

Thanks much for trying to help!

All is good now; I found another way to do it. I emptied the securities from the aggregate account, transferred them to the 2 new accounts, and then "hid" the new zero balance aggregate account, using the "Transfer Shares" Command:

Again, I greatly appreciate your participation! Best wishes.

Quicken Kristina · Answer

Thank you for your reply,

Usually, Quicken will let you drag/drop between accounts.  Does the prohibited symbol disappear when you are at the account you need to move the transactions to?

Thank you!