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Posted by DP on June 19, 2006, 12:57 am
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>I recently followed directions posted earlier in this group to get my
> Chase credit card information to validate using the One Step Update
> option. In order to get this to work, I needed to create a "new"
> credit card account. My transactions from the old days (of downloading
> qif files and importing them) are listed in another credit card
> account that wouldn't allow me to update it properly.
>
> Is there a way to either (a) move these transactions over to the new
> credit card account or (b) delete or otherwise change the financial
> institution in the old credit card account and just download the most
> recent transactions again?
>
Go to the old account and define all of the transactions. After you've done
that, right click on the register and pick "Copy transactions."
Then go into the new account and paste all the transactions. You may need to
clean up a little bit after that, but at least it will save you the trouble
of manually re-entering each transaction.
Now, to amplify a couple of points in case you don't already know this:
1) To select all of the transactions: One way to do it is to go to the first
transaction and click on it. Then go to the last transaction and hold the
Ctrl key while clicking on the last item and they all will be selected.
2) The only way I could figure out how to paste the transactions was by
going to the "edit" button on an empty transaction and choosing "Paste
transaction(s)" from there. There may be another way to do that. I don't
know.
All of this was done in Q2006, Basic. Don't know how transferable these
actions are to other versions.
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