In this post, we’re going to discuss “Move Quicken Transactions From One Account to Another.” You can easily move transactions between accounts within the same data file and two different data files.
IMPORTANT: You can’t move your Quicken transactions between investment accounts. You can move transaction in 2005 and later versions.
Things to do before moving Quicken transactions between accounts
A. Make sure Quicken is running with the latest release
1. Open Quicken
2. Go to Help > Check for Updates
3. Click on Yes if an update is available
You can download the latest release manually from here.
B. Create a local backup
1. Open Quicken
2. Go to File > Backup and Restore > Backup Quicken file…
3. Click on Back up now
Simple steps to move Quicken transactions from one account to another
A. Move transactions between accounts within the same data file
1.Open Quicken
2. Click on the account from the account bar through which you want to move the transactions
OR
Go to Tools > Account List
Double click on an account through which you want to move the transactions
3. Press and hold the Ctrl key and select the transactions that you want to move into another account
4. Once transactions selected make right click from the mouse and choose Move transaction(s)
5. Now Quicken prompts you to select an account in which you want to move the selected transactions (See an image below)
6. Then click OK
B. Move transactions between two different data file
1.Open Quicken
2. Click on the account from the account bar through which you want to move the transactions
OR
Go to Tools > Account List
Double click on an account through which you want to move the transactions
3. Press and hold the Ctrl key and select the transactions that you want to move into another account
4. Once transactions selected make right click from the mouse and choose Copy transaction(s)
5. Now go to File > Open Quicken File
6. Select the second data file and click on Open
7. Click on the account from the account bar in which you want to move the transactions
OR
Go to Tools > Account List
8. Right-click on a new transaction line and choose Paste transaction(s)
After following all the above steps if you’re still unsure to move Quicken transactions from one account to another please contact Quicken Technical Support.
