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Subject Author Date
Moving/Copying Transactions lfw 11-11-2006
Posted by lfw on November 11, 2006, 2:22 pm
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I have Quicken 2005 Release R 6 and am wondering how i can more or copy a
transaction from one investment account to another since the registers for
investments are gone.

Any help would be appreciated.

Thanks




Posted by John Pollard on November 12, 2006, 2:36 pm
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>
> I have Quicken 2005 Release R 6 and am wondering how i can
> more or copy a transaction from one investment account to
> another since the registers for investments are gone.

The basic process is cut/paste.

Open "Transactions" tab of the FROM account.
Place your cursor on the transaction to move.
Right-click. Left-click, "Cut transaction".
Open the "Transactions" tab of the TO account.
Place your cursor anywhere in the list.
Right-click. Left-click, "Paste Transaction".
Modify if needed.
Click "Done".




Posted by John Pollard on November 12, 2006, 2:38 pm
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> The basic process is cut/paste.

That should have read: "The basic move process is cut/paste; the
copy process is copy/paste".

And the example is just for the "move"; adjust accordingly to
"copy".

> Open "Transactions" tab of the FROM account.
> Place your cursor on the transaction to move.
> Right-click. Left-click, "Cut transaction".
> Open the "Transactions" tab of the TO account.
> Place your cursor anywhere in the list.
> Right-click. Left-click, "Paste Transaction".
> Modify if needed.
> Click "Done".



Posted by lfw on November 12, 2006, 2:54 pm
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Thanks! that works

Right-click is the key!



>
>> The basic process is cut/paste.
>
> That should have read: "The basic move process is cut/paste; the copy
> process is copy/paste".
>
> And the example is just for the "move"; adjust accordingly to "copy".
>
>> Open "Transactions" tab of the FROM account.
>> Place your cursor on the transaction to move.
>> Right-click. Left-click, "Cut transaction".
>> Open the "Transactions" tab of the TO account.
>> Place your cursor anywhere in the list.
>> Right-click. Left-click, "Paste Transaction".
>> Modify if needed.
>> Click "Done".
>
>



Posted by John Pollard on November 12, 2006, 5:19 pm
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> Thanks! that works
>
> Right-click is the key!
>


You can also get the cut/copy/paste options from the Quicken
menu.

Edit > Transaction

Necessary if in a non-investment account and you want to
cut/copy/paste multiple transactions at once.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



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