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Subject Author Date
Moving investment transactions from one account to another Gary 10-29-2009
Posted by Gary on October 29, 2009, 8:53 pm
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I think I've asked this before, and cannot recall the answer.

Now it's critical!

Is there a way to move either one transaction at a time, or a group of
transactions at once, from one investment account to another investment
account? I am using Quicken Deluxe 2009.


Posted by John Pollard on October 30, 2009, 8:48 am
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Gary wrote:

> Is there a way to move either one transaction at a time, or a group of
> transactions at once, from one investment account to another
> investment account? I am using Quicken Deluxe 2009.

One at a time:
1.) right-click the transaction in the FROM account's Transactions tab
2.) click "Cut"
3.) open the Transactions tab of the TO account
4.) right-click
5.) click "Paste"

All transactions:
1.) File > Export > QIF File (selecting FROM account)
2.) Modify the QIF file and import into TO account, as per the following:
https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8

--

John Pollard




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