I had an account with Waterhouse with multiple shares of diverse stock. I decided to dump them in favor of Ameritrade a couple of years ago (ironic since they ultimately merged). I don't remember why, but in Quicken I created the Ameritrade account and added the existing shares of stock as if they were straight acquisitions (shares added) instead of transferring the shares from the Waterhouse account. I still have the original share history in my Waterhouse account. My Quicken account shows about twice as many shares of stock because of this; at least I think it does, when I do a security report on a single stock it will show the transactions from both accounts but the total shares cell is blank. The share numbers appear in the column, they just won't total.
My idea is to delete the transactions I used to put the original stock amounts in the Ameritrade account, then do a transfer all shares transaction to move the shares from the Waterhouse account as of the date they actually transferred.
Will this work? Will it screw up my share numbers? The fact that the share numbers won't show up in the security report is kind of unsettling. I tried to customize the report to show the share totals, but I can't find any customization that would turn on summarization for any particular column that is already visible.