Recently I needed to move about 160 transactions from one investment account to another.
If anyone knows an easy way to do this, please post it. Export/import a QIF file doesn't work, because Intuit blocks it for investment and banking accounts. Cut / paste multiple transactions doesn't work, because selecting multiple transactions isn't allowed in investment accounts.
Not knowing a better way, I used a tool called Macro Express -
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. This program can record keystrokes andmouse movement, and play it back over and over. I recorded a macro using Cut transaction(s) and Paste transaction(s) and was able to move all the transactions over in about an hour.It did take some fiddling with the macros and requires some technical savvy - and patience. The basic trick is to make sure that at the end of the macro, Quicken is back to the original account and ready to repeat the operation.
As always, back up the data set first.
- Walt Bilofsky