I would like to transfer selected transactions from one file to another

Tommy DeWeese

I currently keep records on my mother to settle up financial transactions. I have created an account called due from mom. I also track her transactions in her own quicken file. Is there a way to copy and move the one account's transactions from one quicken file to another.

John_in_NC

No, you cannot move transactions between different files.

You could export your file as a QXF file and import the file into your mother's file. This would dump all your accounts/transactions into her account, and then you would have to remove everything that doesn't pertain. That might be more work than simply re-entering the transactions into her account manually.

smayer97

Meanwhile, you can add your VOTE to Add Ability to Select Content of QXF File for Export.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

John_in_NC

No, you cannot move transactions between different files.

You could export your file as a QXF file and import the file into your mother's file. This would dump all your accounts/transactions into her account, and then you would have to remove everything that doesn't pertain. That might be more work than simply re-entering the transactions into her account manually.

smayer97

Meanwhile, you can add your VOTE to Add Ability to Select Content of QXF File for Export.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version (it may take a moment for your vote to register).

Your VOTES matter!

S. Weber

I used Windows with the Subscription. I have found that you can copy and paste (only one at a time) each transaction from one file to another file. Open the file with the transaction that is already entered. Go to the transaction. Right click in the Payee field. Select "copy transaction". Click File (upper left), and at the bottom of the menu, change to the other file (your mom's, for example). Go to the account in your mom's file you want the transaction to be pasted into. In a blank transaction row, right click and select "paste transaction". The transaction should then populate in that row. You will then need to save the transaction. You may also need to adjust the Cleared/Uncleared/Reconciled status to your needs. You can only do this one at a time. You can copy multiple transactions at a time, but you can't paste multiple transactions (into the other file) at once - I tried.

jacobs

@S. Weber  Thank you for sharing that information, but this thread was about Quicken Mac -- and copy and paste as you describe is not available in Quicken Mac.