March 28 I did a Quicken update and data was incorrectly migrated to a CC account. How to fix?

cheryl50
cheryl50 Quicken Windows Subscription Member
edited April 29 in Download, Add/Update Accounts (Windows)

Last night I did a Quicken update of my CC and Financial Institution, Morgan Stanley. Both Am Ex and some Morgan Stanley data ended up in my Capitol One CC account. I have no idea how to fix this and can't do anything else regarding my tax preparation until this is fixed. What do I do now?

I found reference to an ongoing Morgan Stanley and Am Ex press issue but the issue was no on the notice I found on this forum.

I am new to this so may not be posting in correct place or form.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Why can't you simply Right-click on those transactions and use the "Move" function to place them where they belong.

    Also, you can hold down the CTRL key and click several before you right-click to move them all at once.

    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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