Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Registers & Transactions (Windows)
Transferring ALL transactions from one account to another?
Redlock55
Had to open a new credit card account due to fraud. Want to move all transactions from old account to new account. Unfortunately, when I attempt a move in bulk, Quicken asks if I want to move a "reconciled" transaction for every transaction individually. I have some where in the neighborhood of 1,000 transactions to move!
Anyone know how to do this in a less painful way?
Find more posts tagged with
Accepted answers
Rocket J Squirrel
Use the same Quicken account. Deactivate it from online services. Go into Account Details and erase the account number. Then use Tools > Add Account to reconnect your Quicken account with the new renumbered real-world account.
If you've already done a bunch of transaction moves, revert to a backup from just before you did that and work from there.
All comments
Rocket J Squirrel
Use the same Quicken account. Deactivate it from online services. Go into Account Details and erase the account number. Then use Tools > Add Account to reconnect your Quicken account with the new renumbered real-world account.
If you've already done a bunch of transaction moves, revert to a backup from just before you did that and work from there.
Redlock55
It worked, thanks. Where is this listed in the Quicken help section?
With all the fraud going around, credit card accounts, I would think, are being canceled and new ones started but you want to keep the transaction history of the old account current.
Rocket J Squirrel
I haven't figured out the new Quicken help yet. It's part online, part offline, and part Community. Here's what I got for "new credit card number". It sent me back to this forum.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of