Can I download transactions from a single investment account and transfer it to another file?
PDGERMOND
Quicken Windows Subscription Member ✭✭
Help with moving account
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Best Answer
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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
0
Answers
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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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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.0
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I'm familiar with export a register just no a single account.0
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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 TransactionsPDGERMOND 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.0 -
Okay, we're getting close. I want to move the transactions to another Quicken file. Is that possible?0
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Yes. See the original answer:PDGERMOND said:Okay, we're getting close. I want to move the transactions to another Quicken file. Is that possible?
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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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.0
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That method does not transfer the whole file.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.
When we select File > File Export > QIF File..., we may select one account in the Quicken account to export from pull-down menu.1 -
Thank you, thank you, thank you!!!0
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