How To Move an Account From One Group To Another in Quicken Deluxe, Premier, or Home & Business

Instructions

  1. Click on Tools on the top menu bar, then select Accounts List.
  2. 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.
  3. Click OK.

Notes

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.

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