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Can I download transactions from a single investment account and transfer it to another file?

PDGERMOND

Help with moving account

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Accepted answers

Sherlock

We may export an investment account register in a Quicken file to a QIF file and import the QIF file into another Quicken file. If you haven't already, you may want to review:

https://www.quicken.com/support/how-do-i-export-data-quicken
https://www.quicken.com/support/how-do-i-import-data-quicken-windows
FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004

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Sherlock

PDGERMOND

I not familiar with the names. Maybe I should have said I want to move an account from one register to another. Is that possible.

PDGERMOND

I'm familiar with export a register just no a single account.

Sherlock

PDGERMOND said:

I not familiar with the names. Maybe I should have said I want to move an account from one register to another. Is that possible.

If you want to move transactions from one investment account register to another investment account register in the same Quicken file, open the source register, press Ctrl + Shift + N, and select Move Transactions

PDGERMOND

Okay, we're getting close. I want to move the transactions to another Quicken file. Is that possible?

Sherlock

PDGERMOND said:

Okay, we're getting close. I want to move the transactions to another Quicken file. Is that possible?

Yes. See the original answer:

We may export an investment account register in a Quicken file to a QIF file and import the QIF file into another Quicken file. If you haven't already, you may want to review:

https://www.quicken.com/support/how-do-i-export-data-quicken
https://www.quicken.com/support/how-do-i-import-data-quicken-windows
FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004

PDGERMOND

That method transfers the whole file, I just want to transfer one account. The second response helped but I could not transfer it to another holding in another file.

Sherlock

PDGERMOND said:

That method transfers the whole file, I just want to transfer one account. The second response helped but I could not transfer it to another holding in another file.

That method does not transfer the whole file.

When we select File > File Export > QIF File..., we may select one account in the Quicken account to export from pull-down menu.

PDGERMOND

Thank you, thank you, thank you!!!