How to Move Quicken Transactions
Whether you want to move one Quicken transaction or several from one account to another you can do so with a few clicks of your mouse.
Selecting "Transactions to Move"
Select transactions to move to another account in Quicken two ways:
- To select one transaction in Quicken: click on the transaction once with your mouse.
- To select multiple transactions: click on the first transaction you wish to move, then hold down the Ctrl key on your keyboard while you click on the remaining transactions. Release the Ctrl key when you are finished selecting transactions.
You'll know a transaction is selected because it will be shaded after you select it.
Note: You cannot move Quicken transactions in investment accounts because they do not have a register like all other Quicken accounts do. Moving multiple transactions at once is supported in Quicken 2005 and later.
Telling Quicken to Move the Transaction(s)
Either right-click one of the transaction(s) you want to move in Quicken or click Edit which is located after the Memo field and then hit Enter. Next, click Move Transaction(s).
Selecting the Account to Move the Transaction To
The Move to Account selection tool will pop up in Quicken. Open a list of your accounts by clicking on the down arrow to the right of the box labeled with the account name.
Select the Quicken account you want to move the transaction to from the drop-down list. If you have several accounts, you'll need to either use the up/down keyboard arrows to select the account, or you can use your mouse with the slider bar to the right of the box containing the account names. Click OK to select the Quicken account you want to move your transaction to.
Success! Your transactions are now removed from the account they were in previously and are now recorded in the new Quicken account you selected.