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how to copy paste transaction in Quicken 2017 Mac when merging two credit card accounts

Alf1969Alf1969 Member ✭✭
Hello, I am getting a new credit card after the current one was compromised recently. The same problem happened about a year ago, so now I have two credit card accounts for the same account but with different numbers (and will soon have three). I found forum info on how to link two accounts and this was a dismal failure in Quicken 2017 for Mac.  I also saw where someone suggested just copying transactions from one account and then pasting in the newer account. This seemed a simple solution but the copy command is greyed out when I select some transactions, and I can't find the command to copy transactions either. I suspect a lot of the forum advice is for the Windows versions of Quicken, so need something that will actually work for the Mac version. It's rather irritating that I can not get anything as simple as copy - paste to work.  Thanks

p.s. I wonder if there is a more Mac-compatible/savvy alternative to Quicken available since Quicken 2015 and now Quicken 2017 have always been rather squirrelly.

Comments

  • RickORickO SuperUser ✭✭✭✭✭
    edited January 2019
    You can select transactions in one credit card account and then drag and drop them to another credit card account in the sidebar.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Alf1969Alf1969 Member ✭✭
    edited September 2017
    That worked!  Thanks!
  • Unknown Member
    edited September 2017
    I don't copy anything. I'm guessing your old credit card account has been cancelled by the bank. Then, in Quicken, I right-hank click on the account and bring up the "edit card settings window. At the very top of the window, it says "set up transaction download." I reconnect the old account with the new credit card account and once that is completed, I go back and rename the the account to reflect the new account. All outstanding ing bills and payments are transferred to the new account. and the reconciled stuff is still there too.
  • HQHQ Member ✭✭
    edited September 2017
    Help! Using Quicken for Mac 2017.  I merged (copied)  transactions from 2  Quicken Credit Card accounts into one account. Reason.. I received a new credit card number for the same account. During the copying process, Quicken pop-up windows said "Quicken found matching transactions account:Checking $xxx.xx with payee Citi card. Do you want to match?" I wasn't sure how to respond but said yes and checked don't ask this question again.  The credit card merging went fine BUT now my Quicken Checking account balance is off by $14,000+.  Any suggestions on how to resolve this situation?
  • RickORickO SuperUser ✭✭✭✭✭
    edited September 2017
    HQ said:

    Help! Using Quicken for Mac 2017.  I merged (copied)  transactions from 2  Quicken Credit Card accounts into one account. Reason.. I received a new credit card number for the same account. During the copying process, Quicken pop-up windows said "Quicken found matching transactions account:Checking $xxx.xx with payee Citi card. Do you want to match?" I wasn't sure how to respond but said yes and checked don't ask this question again.  The credit card merging went fine BUT now my Quicken Checking account balance is off by $14,000+.  Any suggestions on how to resolve this situation?

    Easiest solution is to revert to a backup from before you did this, and answer the question differently next time. Or if Quicken is still open, menu Edit > Undo until you undo the copy.

    Otherwise, you probably duplicated or eliminated credit card payment transactions that were made as transfers from your credit card. I would go through the recent credit card payments and make sure they show the transfer from checking correctly.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • HQHQ Member ✭✭
    edited September 2017
    HQ said:

    Help! Using Quicken for Mac 2017.  I merged (copied)  transactions from 2  Quicken Credit Card accounts into one account. Reason.. I received a new credit card number for the same account. During the copying process, Quicken pop-up windows said "Quicken found matching transactions account:Checking $xxx.xx with payee Citi card. Do you want to match?" I wasn't sure how to respond but said yes and checked don't ask this question again.  The credit card merging went fine BUT now my Quicken Checking account balance is off by $14,000+.  Any suggestions on how to resolve this situation?

    Thanks, Rick. checking duplicated and/or eliminated card payment transactions.
  • Alf1969Alf1969 Member ✭✭
    edited September 2017

    I don't copy anything. I'm guessing your old credit card account has been cancelled by the bank. Then, in Quicken, I right-hank click on the account and bring up the "edit card settings window. At the very top of the window, it says "set up transaction download." I reconnect the old account with the new credit card account and once that is completed, I go back and rename the the account to reflect the new account. All outstanding ing bills and payments are transferred to the new account. and the reconciled stuff is still there too.

    this worked for me - previous entries with compromised/canceled card number is now linked to new card and recent entries downloaded ok.  thanks
  • BonnieJeanBonnieJean Member ✭✭
    edited January 2019
    RickO said:

    You can select transactions in one credit card account and then drag and drop them to another credit card account in the sidebar.

    This worked like a charm. I had the left hand panel open showing all the account names. I selected all the transactions I wanted in the partial duplicate credit card account. I then dragged and dropped them onto the correct account name. Then I deleted the incorrect account. The mixup started several months ago. Earlier inquiries weren't helpful as they were for Windows Quicken. Thank you!
  • smayer97smayer97 SuperUser ✭✭✭✭✭
    edited January 2019
    RickO said:

    You can select transactions in one credit card account and then drag and drop them to another credit card account in the sidebar.

    Glad you sorted it out.
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