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Subject Author Date
How do I transfer a transaction from one account to another? Gary 10-09-2007
Posted by Gary on October 9, 2007, 4:17 pm
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 In trying to track down what may be a problem because of an unexpected
problem with my net worth (see my post "How do I run Net Worth reports
BY DAY?" or something very similar), I have found errors introduced in
the one step update procedure. The current one is that a transaction
that should have been placed in account A got placed in account B. I'd
like to place it back in acount A.

Is there an easier way than to write it down, erase it from account A,
and manually enter it into account B?

Posted by RWEmerson on October 9, 2007, 4:20 pm
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 Gary wrote:
> In trying to track down what may be a problem because of an unexpected
> problem with my net worth (see my post "How do I run Net Worth reports
> BY DAY?" or something very similar), I have found errors introduced in
> the one step update procedure. The current one is that a transaction
> that should have been placed in account A got placed in account B. I'd
> like to place it back in acount A.
>
> Is there an easier way than to write it down, erase it from account A,
> and manually enter it into account B?

Cut and paste transaction(s)?

Posted by TealMama on October 9, 2007, 5:37 pm
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Right click and select "Move Transaction"

> Gary wrote:
>> In trying to track down what may be a problem because of an
>> unexpected
>> problem with my net worth (see my post "How do I run Net Worth
>> reports
>> BY DAY?" or something very similar), I have found errors introduced
>> in
>> the one step update procedure. The current one is that a transaction
>> that should have been placed in account A got placed in account B.
>> I'd
>> like to place it back in acount A.
>>
>> Is there an easier way than to write it down, erase it from account
>> A,
>> and manually enter it into account B?
>
> Cut and paste transaction(s)?
>


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Posted by Gary on October 9, 2007, 4:24 pm
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Sorry...I've answered my own question.


>In trying to track down what may be a problem because of an unexpected
>problem with my net worth (see my post "How do I run Net Worth reports
>BY DAY?" or something very similar), I have found errors introduced in
>the one step update procedure. The current one is that a transaction
>that should have been placed in account A got placed in account B. I'd
>like to place it back in acount A.
>
>Is there an easier way than to write it down, erase it from account A,
>and manually enter it into account B?

Posted by R. C. White on October 10, 2007, 10:51 am
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Hi, Gary.

So, what was the answer?

Maybe this: Right-click the transaction in the "wrong" Register and choose
Move transaction.

I don't know if this works with downloaded transactions; it works fine with
mistakes I've made manually.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1 beta)

> Sorry...I've answered my own question.
>
>
>>In trying to track down what may be a problem because of an unexpected
>>problem with my net worth (see my post "How do I run Net Worth reports
>>BY DAY?" or something very similar), I have found errors introduced in
>>the one step update procedure. The current one is that a transaction
>>that should have been placed in account A got placed in account B. I'd
>>like to place it back in acount A.
>>
>>Is there an easier way than to write it down, erase it from account A,
>>and manually enter it into account B?


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