Moving/Copying Transactions

Nov 11, 2006 4 Replies

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


"lfw" wrote

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".

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".

Thanks! that works

Right-click is the key!

"lfw" wrote

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.

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