How do I move one investment account from one file to another file?

asbury11
asbury11 Quicken Windows Subscription Member
edited February 2023 in Investing (Windows)
I have three Quicken files on one computer - Business, personal, and Parents. I need to move on investment account from Parents to personal. Please advise.

Comments

  • moper
    moper Quicken Windows Subscription Member ✭✭
    I have the same question. I want to copy just one investment account from one file to another. (I do not want to combine the two files.) Actually,
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Sorry, but moving investment accounts is just this side of impossible, if not actually impossible.
    I'd suggest that you start new investment accounts in your target files as of 1/1/23 and leave the prior file as history.  That recent enough that you should be able to download everything that has happened this year.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    You could try exporting/importing the investment account using the QIF format.  Your biggest problems in this will be transfers from other accounts and if you have and since the QIF format has no syntax for security lots, options will not work and everything will be records as first in, first out.
    File -> File Export -> QIF File...
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