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Moving Transactions between accounts

 

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Subject Author Date
Moving Transactions between accounts MaxJustMax 11-29-2006
Posted by MaxJustMax on November 29, 2006, 9:11 pm
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I've got Quicken 2006 Premier and am trying to reorganize some
accounts. I want to move all the transactions in one investment
account to a different account set up for just one mutual fund. I'd
rather not do it a transaction at a time since there are a lot. Is
there any way to do a block move?

I did try to use the old QIF export/import but in their finite wisdom,
Intuit has disallowed that.

Thanks,
Max

Posted by DP on November 29, 2006, 9:17 pm
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Go to the first transaction, click once. Got to the bottom transaction, hold
down SHIFT and click once.
All transactions should be highlighted.
Go to the Edit menu, go to transactions and then choose "Cut transactions."
(Or, alternatively, with your mouse pointer in the middle of the highlighted
transactions, RIGHT-click once and choose "Cut transactions" from that
menu.)
This puts all of those transactions in a buffer. You can then go to the new
account and paste them into there.

Let me know if that doesn't work.




> I've got Quicken 2006 Premier and am trying to reorganize some
> accounts. I want to move all the transactions in one investment
> account to a different account set up for just one mutual fund. I'd
> rather not do it a transaction at a time since there are a lot. Is
> there any way to do a block move?
>
> I did try to use the old QIF export/import but in their finite wisdom,
> Intuit has disallowed that.
>
> Thanks,
> Max



Posted by MaxJustMax on November 30, 2006, 8:04 am
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These are investment accounts. They don't allow multiple selection.
But thanks for the clear directions.
Max


>
>Go to the first transaction, click once. Got to the bottom transaction, hold
>down SHIFT and click once.
>All transactions should be highlighted.
>Go to the Edit menu, go to transactions and then choose "Cut transactions."
>(Or, alternatively, with your mouse pointer in the middle of the highlighted
>transactions, RIGHT-click once and choose "Cut transactions" from that
>menu.)
>This puts all of those transactions in a buffer. You can then go to the new
>account and paste them into there.
>
>Let me know if that doesn't work.
>
>
>
>
>> I've got Quicken 2006 Premier and am trying to reorganize some
>> accounts. I want to move all the transactions in one investment
>> account to a different account set up for just one mutual fund. I'd
>> rather not do it a transaction at a time since there are a lot. Is
>> there any way to do a block move?
>>
>> I did try to use the old QIF export/import but in their finite wisdom,
>> Intuit has disallowed that.
>>
>> Thanks,
>> Max
>


Posted by DP on November 30, 2006, 7:53 am
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Oh, sorry about that.
There's no way to simply create a new account and download the transactions
from the FI's web site?


> These are investment accounts. They don't allow multiple selection.
> But thanks for the clear directions.
> Max
>
>
>>
>>Go to the first transaction, click once. Got to the bottom transaction,
>>hold
>>down SHIFT and click once.
>>All transactions should be highlighted.
>>Go to the Edit menu, go to transactions and then choose "Cut
>>transactions."
>>(Or, alternatively, with your mouse pointer in the middle of the
>>highlighted
>>transactions, RIGHT-click once and choose "Cut transactions" from that
>>menu.)
>>This puts all of those transactions in a buffer. You can then go to the
>>new
>>account and paste them into there.
>>
>>Let me know if that doesn't work.
>>
>>
>>
>>
>>> I've got Quicken 2006 Premier and am trying to reorganize some
>>> accounts. I want to move all the transactions in one investment
>>> account to a different account set up for just one mutual fund. I'd
>>> rather not do it a transaction at a time since there are a lot. Is
>>> there any way to do a block move?
>>>
>>> I did try to use the old QIF export/import but in their finite wisdom,
>>> Intuit has disallowed that.
>>>
>>> Thanks,
>>> Max
>>
>



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