moving transactions from an account listed on Investing screen that has been deleted

Question

I am currently running Quicken for Windows Rel.R62.16.

I have an account listed on my Investing screen with transactions that the account has been deleted.  How can I get these transactions moved to the correct current investment account. These transactions are correct, but just in the wrong account. I tried to move these transactions to the correct account, but am unable to do so.

Tom Young · Answer

Please identify what you're looking at when you're looking at "my investing screen."  Are you referring to the Portfolio View, some Investing Report, or something on the Home tab, or maybe something else?

You say the "account has been deleted." Is that literally the case, i.e., you clicked the "Delete" button under the "Display Options" on the Account Details window, or have you simply closed it or hidden it or something?  If the Account was actually deleted then typically there wouldn't be any way the program could be showing you "transactions" that occurred in the Account, and the ability to move transactions is accessed within the Account itself.

Posting some screen shots of what you're seeing on the "investing screen" and some additional details of the history of the account would be helpful.

[Deleted User] · Answer

@John Reider click on the "gear" icon in the upper right of the account register you want to move the transactions from.  Select "Move transactions" and checkmark the transactions in the list you wish to move.  In the "Move to account" dropdown box, select the account you wish to move the transactions to, and then click "Move".