How do I move an account?

Moving an account within a group

1. Choose Tools menu > Account List.

2. On the left side of the list, find the Order icon.

   

3. To move an account up within a group, click the up arrow. To move an account down within the group, click the down arrow.

4. Click Done when the accounts are in your preferred order.

Moving an account to a different group

Accounts are grouped by primary use (e.g., spending accounts are for paying ongoing personal and household expenses, while brokerage accounts are for tracking investments).

Within certain limitations, it is possible to move an account from one group to another to customize the way Quicken displays your finances. For example:

If you consider your credit card a liability, you can move it out of the Banking group and into the Property & Debt group.

1. Choose Tools menu > Account List.

2. Click the Edit button next to the account you want to move.

3. Click the Display Options tab.

4. Change the Account Intent options, as necessary, to move the account from one group to another (for example, from Spending to Savings).

   

5. Click OK in the Account Details screen.

6. Click Done in the Account List screen.

Notes

You can't move a linked checking account into the Investing tab. Although it visually appears in the Banking area, its cash balance is automatically included in the associated investment account total.