Transaction Origin

williamspl Quicken Windows Subscription Member ✭✭

July 2022 edited August 2022 in Investing (Windows)

I have some duplicate investment transfer transactions. How do I tell which Q account the transactions were created in?

Tagged:

• Investments

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  NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

  July 2022

  If you click on the DATE field of the transactions,  in the Investment account(s), then click on EDIT, the originating account  will be in  the  CATEGORY field,  enclosed in  Square Brackets.

  IF, perchance they were created in the investment account ... that Category field will show the "Transfer To": account.
  

  Q user since February, 1990. DOS Version 4
  Now running Quicken Windows Subscription, Business & Personal
  Retired "Certified Information Systems Auditor" & Bank Audit VP

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