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How To Copy a Transaction Between Accounts

Updated: 8/11/2011 | Article ID: GEN82287

  • To copy a transaction between accounts
    1. From the Quicken Tools menu, choose Account List.
    2. Double-click the account from which you want to move the transaction, to open its register.
    3. Click the transaction to select it, click the Edit button in the transaction (on the right side of the entry), and then choose Copy Transaction.
    4. Repeat steps 1 and 2 for the account where you want to move the transaction.
    5. Click into a new (empty) transaction line, click the Edit button (on the right side of the entry), and then choose Paste Transaction.  
      If necessary, delete the transaction from the original account by selecting the transaction, clicking the Edit button, and then choosing Delete Transaction.
      Repeat this procedure for each transaction you want to move.
       

Notes

  • What account types can I copy to?

    In general, you can only move or copy a transaction between accounts that support the type of transaction you are working with (for example, you can't copy an investment short sale into a banking register). Additionally:

    • You can only copy security related investment transactions to another account that supports this type of transaction (for example, another investment account).
    • You can only copy cash related investment transactions to another investment account.
    • You can copy cash flow transactions to any other cash flow account.
  • Can I copy more than one transaction at a time?
    In an account register, you can use CRTL + click or SHIFT + click to select multiple transactions (does not work in an investment transaction list).
  • Can I just move a transaction to another account?

    Yes, but only if it's a cash flow transaction being moved to another cash flow account.

    1. Right-click the transaction you want to move and choose Move Transaction.
    2. Select the account you want to move the transaction to in the drop-down list.
    3. Click OK.
 
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