Merge/Move Transactions Between 2 Cash Accounts in Quicken Mac

Gary Willett

I recently merged credit card transactions from one (smaller) account to another account in the same ".quicken" data file.

Doing this with credit card transactions was easy using using "select all" in the "from" account register and drag/dropping the transactions into the "to" account on the left sidebar.

With CASH accounts, I can't drag/drop multiple transactions in the "from" cash account to the "to" cash account on the left sidebar. I can only drag/drop one transaction at a time.

Is there another way to do this task.There are 834 transactions to move to the "from" account.

Gary Willett

Thanks again RickO. I closed the question as “answered”.

Gary Willett

RickO: Thanks for your "Quick(en) response! The problem was "transfers" and "splits", not the type of account.

1. I was able to "drag/drop" about 600 of the transactions that did not involve "splits" or "transfers" (about 75% of the total). Yeah!!

2. Of the 200 transactions that were not "drag/droppable", about 150 involved "transfers", and about 50 involved "splits". Editing the "front end" of the transactions was required for both "transfers" and "splits. Which makes sense since one leg of the split was a "transfer".

Thanks again! You saved me a lot of time!

Gary Willett

Thanks again RickO. I closed the question as “answered”.