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Copying multiple transactions from one file to another

 

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Subject Author Date
Copying multiple transactions from one file to another ndcdfm1 07-05-2007
Posted by ndcdfm1 on July 5, 2007, 3:15 pm
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Why are you able to copy a single transaction from one file to another
but when you choose multiple transactions you lose the ability to
paste?


Posted by R. C. White on July 6, 2007, 1:56 pm
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Hi, ndcdfm1.

Are you sure you mean "file"? Or a Quicken "account"?

What do you really want to do?

Please always tell us which version of Quicken you are using. The answer
often varies between Q2002 and Q2007, or between Basic and Home & Business.

In Q007, if you want to move a transaction from a checking account to a
credit card account, for example, you can right-click on the transaction in
the checking register and choose Move Transaction. Select multiple
transactions to be moved in the usual Windows way, by using the Ctrl or
Shift keys to make the selections.

Or you can Copy Transaction and then Paste Transaction into another
register. But when I tried this just now, the multiple-transaction Paste
did not seem to work. I did not investigate further, but I'm guessing that
this is the question you are really asking. Is that right?

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

> Why are you able to copy a single transaction from one file to another
> but when you choose multiple transactions you lose the ability to
> paste?


Posted by ndcdfm1 on July 6, 2007, 9:26 pm
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> Hi, ndcdfm1.
>
> Are you sure you mean "file"? Or a Quicken "account"?
>
> What do you really want to do?
>
> Please always tell us which version of Quicken you are using. The answer
> often varies between Q2002 and Q2007, or between Basic and Home & Business.
>
> In Q007, if you want to move a transaction from a checking account to a
> credit card account, for example, you can right-click on the transaction in
> the checking register and choose Move Transaction. Select multiple
> transactions to be moved in the usual Windows way, by using the Ctrl or
> Shift keys to make the selections.
>
> Or you can Copy Transaction and then Paste Transaction into another
> register. But when I tried this just now, the multiple-transaction Paste
> did not seem to work. I did not investigate further, but I'm guessing that
> this is the question you are really asking. Is that right?
>
> RC
> --
> R. C. White, CPA
> San Marcos, TX
> (Retired. No longer licensed to practice public accounting.)
> r...@grandecom.net
> Microsoft Windows MVP
> (Currently running Vista Ultimate x64)
>
>
>
>
>
> > Why are you able to copy a single transaction from one file to another
> > but when you choose multiple transactions you lose the ability to
> > paste?- Hide quoted text -
>
> - Show quoted text -

I'm using quicken basic 2007 and have 2 different files, lets call
them 2006 and 2007. I'm trying to copy transactions from the 2006 file
to the 2007 file but i can only copy one transaction at a time. I've
tried the export/import qif file routine but get "wrong file format"
when importing. Quicken live chat was no help.


Posted by R. C. White on July 7, 2007, 8:58 pm
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Hi, ndcdfm1.

Sorry, but I've never tried to Copy'n'Paste anything from one Quicken file
to another. The closest I've come is a transfer via QIF files, which you
say you already tried.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

>> Hi, ndcdfm1.
>>
>> Are you sure you mean "file"? Or a Quicken "account"?
>>
>> What do you really want to do?
>>
>> Please always tell us which version of Quicken you are using. The answer
>> often varies between Q2002 and Q2007, or between Basic and Home &
>> Business.
>>
>> In Q007, if you want to move a transaction from a checking account to a
>> credit card account, for example, you can right-click on the transaction
>> in
>> the checking register and choose Move Transaction. Select multiple
>> transactions to be moved in the usual Windows way, by using the Ctrl or
>> Shift keys to make the selections.
>>
>> Or you can Copy Transaction and then Paste Transaction into another
>> register. But when I tried this just now, the multiple-transaction Paste
>> did not seem to work. I did not investigate further, but I'm guessing
>> that
>> this is the question you are really asking. Is that right?
>>
>> RC
>>
>>
>>
>>
>>
>> > Why are you able to copy a single transaction from one file to another
>> > but when you choose multiple transactions you lose the ability to
>> > paste?- Hide quoted text -
>>
>> - Show quoted text -
>
> I'm using quicken basic 2007 and have 2 different files, lets call
> them 2006 and 2007. I'm trying to copy transactions from the 2006 file
> to the 2007 file but i can only copy one transaction at a time. I've
> tried the export/import qif file routine but get "wrong file format"
> when importing. Quicken live chat was no help.


Posted by R. C. White on July 10, 2007, 10:12 am
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Hi, ndcdfm1

How's this for serendipity? ;^)

Skimming through some old messages this morning, I found this in a post by
(who else?) John Pollard on 2/4/05 in a thread with the Subject: Last
Chance to Escape:

<paste>
If you have the problem that S_Coleman refers to - the need to
merge two Quicken files - you could try a combination of
export/import Lists, if needed, combined with Q2005's ability to
cut/copy/paste multiple transactions at once ... even between
files. The files must be on the same machine and you can not
close Quicken until you have completed the cut/paste (so you cut
from file 1, open file 2, paste into file 2).
</paste>

As I said, I've never tried this and didn't know it was possible, but it
might work for you.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Vista Ultimate x64)

>> Hi, ndcdfm1.
>>
>> Are you sure you mean "file"? Or a Quicken "account"?
>>
>> What do you really want to do?
>>
>> Please always tell us which version of Quicken you are using. The answer
>> often varies between Q2002 and Q2007, or between Basic and Home &
>> Business.
>>
>> In Q007, if you want to move a transaction from a checking account to a
>> credit card account, for example, you can right-click on the transaction
>> in
>> the checking register and choose Move Transaction. Select multiple
>> transactions to be moved in the usual Windows way, by using the Ctrl or
>> Shift keys to make the selections.
>>
>> Or you can Copy Transaction and then Paste Transaction into another
>> register. But when I tried this just now, the multiple-transaction Paste
>> did not seem to work. I did not investigate further, but I'm guessing
>> that
>> this is the question you are really asking. Is that right?
>>
>> RC
>>
>>
>>
>>
>>
>> > Why are you able to copy a single transaction from one file to another
>> > but when you choose multiple transactions you lose the ability to
>> > paste?- Hide quoted text -
>>
>> - Show quoted text -
>
> I'm using quicken basic 2007 and have 2 different files, lets call
> them 2006 and 2007. I'm trying to copy transactions from the 2006 file
> to the 2007 file but i can only copy one transaction at a time. I've
> tried the export/import qif file routine but get "wrong file format"
> when importing. Quicken live chat was no help.


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