Will a newer version include the 'move transaction' feature that was in Windows?
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Matt Newland
Member ✭✭
I have over 20 accounts. It is not incoming for me to add a transaction in the wrong account. In the windows version, I was able to right click, select move, and pick the account I wanted to move the transaction to.
Is this feature coming to Mac?
Is this feature coming to Mac?
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Best Answer
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While you can't move investment transactions between accounts, in the current version there is a Transfer Shares transaction type. This will allow you to move shares between accounts while preserving the cost basis.You can't do this with investment transactions as you can't move those between accounts.Quicken Mac Subscription; Quicken Mac user since the early 90s6
Answers
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Drag the transaction to the other account's name in the sidebar and it will move.
You can't do this with investment transactions as you can't move those between accounts.1 -
While you can't move investment transactions between accounts, in the current version there is a Transfer Shares transaction type. This will allow you to move shares between accounts while preserving the cost basis.You can't do this with investment transactions as you can't move those between accounts.Quicken Mac Subscription; Quicken Mac user since the early 90s6
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