My credit card had to be replaced and I now have transactions in two different CC accounts.

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After my CC was hacked, I received a new card. Some of the transactions from the old card need to be moved to the new card. This should be simple but haven't been able to figure it out. Thanks for any help.

Best Answer

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
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    In the register for the old account select all the transactions you want to move, then drag them to the new account in the account sidebar to move them.

Answers

  • Jon
    Jon SuperUser, Mac Beta Beta
    Answer ✓
    Options

    In the register for the old account select all the transactions you want to move, then drag them to the new account in the account sidebar to move them.

  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    And then delete the opening balance transaction Quicken created in the new account.

    But first, you want to try to eliminate any duplicates between the two accounts, so that when you move all the old transactions into the new account, there aren't any duplicates. I would open one of the accounts in its own window, open the other account in the main window, make sure they're both in descending date order, and work your way back to the beginning of the new account window. Any transactions in both places, delete it from one of them. (It shouldn't matter which one. Possibly you've done some clean-up of categories, Payee names, spits, etc. in the old account transactions, so maybe keep those and delete the duplicates in the new account.

    One more caveat before doing it this way, however. By moving all the old transactions into the new account (and then deleting the old account), the one thing you will lose is the reconciliation history in the old account. Reconciled transactions will still show as reconciled in the new account, but the month-by-month history of what was reconciled each month will be lost.

    Quicken Mac Subscription • Quicken user since 1993
  • Terry Borg
    Terry Borg Member
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    Too easy, Thanks. I was having trouble highlighting the ones I wanted and then realized I needed to set up first to "edit"