Option to copy an account to a new account

geo791

I am a Quicken user of over 30 years. We have several CDs at a credit union. Many are short terms of 6-12 months. When one matures, the money is invested in a new similar CD. Currently, we have 7 CDs at this credit union. The account numbers, maturity, and yield all change but everything else is the same. Currently, when we invest in a new CD I have to create a new account, enter all the relevant information and then the time-consuming part, selecting all the same register columns and adjusting the column widths to be the same as other CD accounts. It would be so much easier to copy an account to a new number and make just a few changes. I know about the option "Make all 2-line Savings registers like this". I still have to select all the correct columns and adjust all of the widths to be the same as other accounts though. This takes considerable time and I have to do it every time money is invested in a new CD. Thank you.

UKR

Instead of creating new account registers, how about just deactivating the CD account register at maturity. After the money has been rolled over into a new CD account at the CU, reactivate the account, pointing to the new CU account.
Insert a comment transaction at rollover to explain the facts and new duration.

This might save you some setup work.

Also please note:
IIRC, there's a limit of 512 account registers of the same account type in Quicken. If you keep creating new CD accounts for the next few years, you will eventually run out of account tablespace and will no longer be able to create new accounts.

NotACPA

As another alternative, instead of creating CD accounts … create an Investment account with the CDs as investments in that account.

IMNSHO, creating a security is easier than creating an account … and also keeps your Net Worth simpler.