Moving Investment Transactions

System

This discussion was created from comments split from: Dividing one Investment Account into Many.

earlene

Are you able to move investment transactions or copy and paste transactions from one brokerage to another? Is it easier today with the new Quicken?

Jim_Harman

You can click on Enter transactions and use the Shares transferred between Accounts transaction to move securities from one account to another.

Back up your data file first, in case something goes wrong.

This process leaves the original transactions in the old account and moves selected holdings to another account. For each security you move, this will enter one Removed transaction in the old account and one Added transaction for each tax lot you move to the new account.  

This works reliably in QWin 2019.

Bob_L

If you are asking if you can use multi-select to copy and paste multiple investment transactions-like in non-investment accounts-at the same time, the answer is no.

Jim_Harman

Bob_L said:

If you are asking if you can use multi-select to copy and paste multiple investment transactions-like in non-investment accounts-at the same time, the answer is no.

However in recent versions of QWin there is a Move Transactions option. Click the gear at the top right of an investing account transaction list to access it.

With this option you can select transactions to move to another account. Be very careful using this option and be sure to back up your file before trying it. It is mainly useful to clean up a situation where you have two real-life accounts and you entered a bunch of transactions in the wrong account by mistake. Click the question mark at the bottom left of the Move Transactions dialog and read the help text carefully to be sure this is what you want to do.

Bob_L

Thanks Jim...had missed that feature.