How To Move an Account From One Group To Another in Quicken Deluxe, Premier, or Home & Business
- Click on Tools on the top menu bar, then select Accounts List.
- Select the account you would like to move. Click Edit details. In the General Information tab, from the Account Location drop-down menu, select the group you to wish to change the account to.
- Click OK.
You cannot move a linked checking account into the Investing Center. Although a linked checking account visually appears in the Cash Flow area, it's cash balance is automatically included in the associated investment account total.