Export or copy transactions from one investment account and import into another.
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Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
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-
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
0
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(Canadian user since '92, STILL using QM2007)
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(Canadian user since '92, STILL using QM2007)
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You might want to try the following but first create a copy of your data file as smayer97 suggested. Then delete your Trust account and rename your personal account to the name of the Trust account. I would first disable transactions to your personal account. Now enable downloads for your Trust account. Hopefully all your Trust account transactions will be downloaded if not you can go back to your saved file or a recent backup.0
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I might but I’m afraid I’d only get 6 months of transactions.0
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