|
Posted by DP on November 30, 2006, 7:53 am
Please log in for more thread options
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
>>
>
|