Moving Transactions between Accounts

Posted by NoSpamPlease on May 13, 2009, 9:17 am

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CitiCards had some security isssue and has given me a new credit card
for an existing account. Number different on the card, but login and
password on the internet unchanged. I have a lot of transactions in
the account for the old card which I would like to move to the new
account.

The only method I have found is to select by holding down the Ctrl
key and clicking each transaction with my mouse. Then moving the
selected transactions to the new account via Edit; Transaction; Move
menu item.

Is there anything in Quicken like Ctrl-A to select al transactionsl or
some way to merge two accounts?
-
Email will be:
2Cybers at gmail-dot-com

Gordon
Atlanta, GA
USA

Posted by Laura on May 13, 2009, 9:20 am

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> CitiCards had some security isssue and has given me a new credit card

> for an existing account. Number different on the card, but login and

> password on the internet unchanged. I have a lot of transactions in

> the account for the old card which I would like to move to the new

> account.

> The only method I have found is to select by holding down the Ctrl

> key and clicking each transaction with my mouse. Then moving the

> selected transactions to the new account via Edit; Transaction; Move

> menu item.

> Is there anything in Quicken like Ctrl-A to select al transactionsl or

> some way to merge two accounts?

Why not just disable online services under the old account and reactivate it
with the new account info? It is basically the same account just with a new
account number, right? No need to make it 2 separate accounts in Quicken.

Posted by Robert Neville on May 13, 2009, 9:28 am

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NoSpamPlease@comcast.net wrote:

> I have a lot of transactions in

>the account for the old card which I would like to move to the new

>account.

Why? IIRC, all I had to do was change the account number on the account and
leave all the transactions where they were.

Posted by John Pollard on May 13, 2009, 9:36 am

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NoSpamPlease@comcast.net wrote:

> CitiCards had some security isssue and has given me a new credit card

> for an existing account. Number different on the card, but login and

> password on the internet unchanged. I have a lot of transactions in

> the account for the old card which I would like to move to the new

> account.

> The only method I have found is to select by holding down the Ctrl

> key and clicking each transaction with my mouse. Then moving the

> selected transactions to the new account via Edit; Transaction; Move

> menu item.

> Is there anything in Quicken like Ctrl-A to select al transactionsl or

> some way to merge two accounts?

Yes, just like you would select all files in a folder using Windows
Explorer. Select the first transaction in the register, scroll to the end
of the register, hold down SHIFT while selecting the last transaction in
the register. Use Edit > Transaction > Copy to move the transactions
(this avoids having Quicken ask if you want to delete each reconciled
transaction); when the account is correct, you can delete the old account.

You could also just leave the old transactions in their existing register,
and start using a new account for the new card.

And Laura's idea is also a valid option.

--

John Pollard

Posted by Han on May 14, 2009, 8:34 pm

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@attbi_s21:

> And Laura's idea is also a valid option.

Laura and Robert's suggestions are the easiest. Add a zero dollar
transaction with the chnge account information, just so you can easily see
what and when (not my idea, but I still like it!!).

--
Best regards
Han
email address is invalid