Easiest way to reflect rollover of one HSA to another within Quicken?

Just Lurking

I transferred (rolled over) my Health Equity HSA to Fidelity HSA earlier this year. It was a trustee to trustee transaction. Since there isn't an actual "HSA" account type, I use "Roth IRA" as the account type, which I think is close enough. Also, I download my transactions to Quicken - after much online research I finally figured out how to create my Fidelity connection using "Direct Connect" instead of the default so that I can use Detailed Investment Transactions (and so avoid an issue with EWC+ and investments) but now I'm trying to cleanly close the old account in Quicken and I'm stumped:

My question is how do I reflect that this was a rollover transaction? If this were a checking account I would do a "transfer" between accounts, but in this case there doesn't seem to be a way to transfer "cash." Transfer of shares isn't quite right because the shares were sold at Health Equity, a check was sent to Fidelity, and then that check was deposited into a money market fund at Fidelity.

The Fidelity transactions depict a "Payment/Transfer" of the initial balance, which I think currently inflate my assets for the month of the transfer. I've created a "sell" transaction in the Health Equity account but now it's sitting at a cash balance. How do I move the cash from one to the other and not double-count the assets?

Jon

@Just Lurking You can transfer cash between investment accounts. Just use the Payment/Deposit transaction type and in the Category field enter "Transfer: [other account name]" with "other account name" being the name of whichever Quicken account the money is going to (or coming from, depending on which side of the transfer you're looking at). It shouldn't inflate your expenses or your net worth, since the money is removed from the old account at the same time it's added to the new one. I do this on a regular basis with other types of investment accounts.

Chris_QPW

Sorry, I see that you said that the securities were sold, so my suggestion was wrong.

Jon

@Just Lurking You can transfer cash between investment accounts. Just use the Payment/Deposit transaction type and in the Category field enter "Transfer: [other account name]" with "other account name" being the name of whichever Quicken account the money is going to (or coming from, depending on which side of the transfer you're looking at). It shouldn't inflate your expenses or your net worth, since the money is removed from the old account at the same time it's added to the new one. I do this on a regular basis with other types of investment accounts.

Just Lurking

Thanks so much @Jon , I'm not sure why I was under the impression that I couldn't do a transfer out of an investment account. That worked perfectly.