Ask a Financial Software Question, Get an Answer ASAP!
To move transactions from one credit card account to another within the same Quicken data file:First, make a backup of your Quicken data file, just in case the results are not what you expected.In account A, mark the transactions that wish to move to account B
- If the transactions are in one contiguous block, click the first transaction to highlight it. Scroll down to the last transaction, press and hold SHIFT then click the last transaction. All transactions within that block should now be highlighted. - If you need to pick and choose individual transactions, CTRL-Click each transaction individually. They should highlight and stay highlighted as you CTRL-click more transactions.When done selecting transactions, right-click on any highlighted transaction within the block, click on "Move transactions" in the popup window. Select "Account B" from the popup account list, click OK. That should do it.
That method, assuming Account "A" is the oldest account, can corrupt the categories and bank reconciliations. It is not logical as you are moving the most data from A into B which has the least. It did not work properly.