Quicken - Problems and Answers.... Message Board

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Strategies & Market Trends : Quicken - Problems and Answers....

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Nov 3 3:59 PM EST

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To: Jerry Held who wrote (1537)	12/6/2019 9:06:35 AM
From: Jurgis Bekepuris	Read Replies (1) of 1539

I know this is zombie thread but ... Why would you want to move Quicken entries after you merge/move an account? The right thing to do is to keep the old account and entries in Quicken and move the shares to new account when you moved them there in real life. So then you have all the transaction history in old account and you have shares in new account as you have in real life. The only issue with that is that you lose cost basis. That's unfortunate, but not a big deal for tax deferred accounts.

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