Moving investment transactions from one account to another

Oct 30, 2009 1 Replies

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.



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:
formatting link

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