Can't move investment transactions

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don.kostello
don.kostello Member ✭✭✭

I am trying to move an investment transaction. When I right click the transaction and select move transaction, it brings up a popup window with a list of transactions. If I select any transaction, every transaction is selected. If I unselect any transaction, all transactions get selected. There is no way in the window to select just 1 or a subset or transactions.

Comments

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @don.kostello,

    Thank you for letting us know you're seeing this issue. Are the transactions which are automatically being selected all for the same security? If so, then you should be able to prevent them from being selected by unchecking the "Select all transactions for the same security as a group" option, near the lower left of the move transactions window.

    Screenshot 2025-06-27 at 5.41.16 PM.png

    I hope this helps!

    Quicken Kristina

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @don.kostello,

    I haven't seen a response from you. Do you still require assistance?

    Thank you!

    Quicken Kristina

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