Unable to paste transaction
I have set up two artificial investment accounts to track tax liability on unrealized capital gains and RRSP balances. In the investment liability account I have no problem copying and pasting transactions to update the balance. However in the RRSP account, I can copy transactions but when I right-click, the Paste transactions command is always greyed out. What can I do to resolve this issue so that I can paste transactions into this account?
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All other account types, such as your "liability" account allow that.
@Chris: Explain more about what and how you are doing. Are you copying from an investment account to a general liability account or is process wholly within investment accounts? What Quicken version?
Have you first clicked on the Empty Investment Line in your RRSP Account, then clicked Paste?
It should work, as long as the fields are the same in both Accounts.
And see this Article: https://getsatisfaction.com/quickencommunity/topics/add-your-quicken-information-to-your-posts-plus-...
Comment Back.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
I am copying and pasting transactions within the same account. I use this technique to replicate common transactions (such as dividends) because it's easier than starting from scratch each time. The security and memo information remains, I just change the date and amount. I have no problem doing this in any investment account except this one. I can copy a transaction from this account and paste it into another one with no problem, so the data is being placed in the clipboard. It's just that this account somehow blocks me from pasting - the Paste transaction command is greyed out. If I have to, I'll export and import the data into a new account but I'd rather avoid that because then I'll need to reconfigure all of the reports that use this account.
Also FYI I discovered long ago that in an Investment account, a copied transaction can be pasted onto any line because this opens a pop-up entry dialogue and the result is automatically added into an empty line. In a banking or property/debt account, this same action will overwrite existing data (which I wish Quicken would protect against BTW, because it's usually inadvertent!).
There is no such thing as a U.S. Quicken RRSP account, so I have no idea what type account you created.
If you have setup an IRA account in the U.S. version of Quicken, see: https://getsatisfaction.com/quickenco...
[I can't recall the details at the moment, but I think there may be a few other limitations on investment accounts that are not plain-investment accounts.]
There is nothing you can do about the limitations; they're intentional.
Depending on the requirements of your real-world RRSP account, you may be able to use a plain Quicken Brokerage account with its Tax Deferred option set on.
Questions? Check out the Quicken Windows FAQ list
Make a Manual Backup, before you start, in case something goes wrong, so you can restore.
In fact, do a Manual Backup prior to importing the Transactions.
Can you export the Transactions from this Account only and save it, if a lot of transactions.
Once export and saved, delete the Account in Question. Re-create the Account deleted, with exactly the same information.
Now import the transactions into that New Account.
Tried again.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
See what happens. Don't touch the Reports, until finished, restoring.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
Unless Quicken is willing to change this, I guess I'll be stuck with making manual entries.
Are you trying to create a balance sheet and P&L that's inclusive of taxes on unrealized gains and deferred taxes? Seems like that could be done in plain-vanilla Liability Accounts and only done at month's end, say, instead of what seems to be "real time" with each transaction that occurs in your Investment Accounts.
Now simply restore the Manual Backup, you had created, after you test the New Account with Reports. If the Reports are messed up, restore the Manual Backup.
When you say "MiscExp" transaction, what is the example of the kind of transaction that is failing to be pasted?
You may want to Join: https://getsatisfaction.com/quickencommunity/topics/how-to-join-quicken-beta for Canadian Users, if you are willing.
Information: https://community.quicken.com/discussion/7871028/quicken-bill-pay-discontinues-on-5-31-20-introducing-quicken-bill-manager
View: https://community.quicken.com/discussion/7859218/work-with-copies-of-your-actual-quicken-data-files/p1?new=1
My entries are only estimates since the applicable marginal rates are just a guess based on projected annual income. I don't do this in real time; in fact I usually update it (manually) only at year-end to give me an idea of how much outstanding liability is associated with the investments and real estate. I created a category I call Tax Liability to capture the amounts.
Thanks for the link. In fact I signed up for Quicken beta testing a couple of years ago but my life suddenly got very busy and I didn't have time to give it enough focused attention. Hopefully I'll be able to start contributing later this year.
Tax Liability Category debit (increase) $XX,XXX
Investment Account 1 credit (increase) $XX,XXX
To account for projected income tax liability associated with unrealized gains in fully taxable accounts
Tax Liability Category debit (increase) $YY,YYY
Investment Account 2 credit (increase) $YY,YYY
To account for increase (salary deferrals + unrealized gain) in retirement accounts