Move Transactions Between Quicken Accounts (2024)

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View transaction history - AndroidHow to Get a Bank Statement - SmartAssetHow to download your bank statementsWhat Software Is Needed to View Online Statements?

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Move Transactions Between Quicken Accounts (2024)

FAQs

Move Transactions Between Quicken Accounts? ›

Click on Tools on the top menu bar, then select Account List. Double-click the account from which you want to move the transaction, to open its register. Click the transaction to select it, click the Edit gear icon in the transaction (on the right side of the entry), and then choose Move Transaction(s).

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How do I record transfers between Quicken accounts? ›

To transfer money between two non-investment accounts

Open the account you want to transfer money from. Click Account Actions and choose Transfer Money. Select the account you're transferring money to, the destination account. Enter a memo (description), the date, and the amount of the transaction.

Read The Full Story ›
How do I transfer between Quicken accounts on Mac? ›

To create a Linked Transfer
  1. Select the source account from the Accounts section of the sidebar.
  2. Create a new transaction (Click the New icon in the register toolbar or type ⌘N).
  3. Enter information about the transaction.
  4. Enter the name of the destination account in the Transfer column.

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How do I copy categories from one Quicken File to another? ›

—"If you have a set of categories you like in one Quicken file, you can use QIF export/import to add them to another Quicken file: Select File > File Export > QIF File. In the resulting dialog, check only Category List. Export the QIF, switch to your other Quicken file, and import it."

Continue Reading ›
How do I reclassify a transaction in Quicken? ›

Click the pencil icon at the top right of the Transaction Activity. Select Category and then click the drop-down arrow to select a Category from the list or type the Category in. ​Note: If needed, you can also create a new Category when recategorizing multiple transactions. Click Apply when done.

View Details ›
How do I auto reconcile accounts in Quicken? ›

Enabling Auto Reconcile

To enable Auto Reconcile: Open the account you want to Auto Reconcile. Click Account Actions gear icon, and then choose Reconcile. Make sure the Use online balance option is selected.

Find Out More ›
Can I manually import transactions into Quicken? ›

Choose File menu > File Import > Quicken Transfer Format (. QXF) file. Type the name of the QXF file you want to import, or click the Browse button to select it. Click Continue to begin importing the file.

Read On ›
Can I merge two Quicken accounts? ›

Best Answer

Drag and drop them to the new account in the sidebar, effectively merging both accounts into the new one. The old account will then be empty and you can delete it.

Explore More ›
Can I have two different accounts on Quicken? ›

But if you're doing record-keeping for a different entity, such as a parent, child, non-profit association, etc., you want to have two separate data files, each with their own accounts, payees, reports, etc. You can have as many separate Quicken data files as you wish, and there is no interaction between them.

Keep Reading ›
Can I have two accounts in Quicken? ›

In most cases, you'll want to add all your accounts in the same Quicken data file, so that you can track your overall financial situation. You can add up to 512 accounts per account type. To add accounts (such as checking, savings, and credit cards): At the top of the Account Bar, click the + (plus sign) button.

Read On ›

How do I transfer a Quicken file? ›

How do I move Quicken data files between computers?
  1. Install Quicken on the target computer (the one you want to move data to). ...
  2. On the computer with the data file you want to move, choose File menu > Backup and Restore > Back up Quicken File to back up your data file to an external source, such as USB drive or a disk.

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How do I copy a Quicken data file? ›

To move your data file to another computer (Text)
  1. On your old computer, open Quicken and select File > Copy or Backup File.
  2. Back up your data file to an external drive or disc, such as a USB drive, that you can use to move this backup to your new computer.

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How do I copy Quicken? ›

Copy a Quicken data file
  1. Open the file you want to copy. ...
  2. Choose File menu → Copy or Backup File.
  3. Select Create a copy or template.
  4. Select Next. ...
  5. To copy specific transactions in Quicken, you need to set the dates in the Include Transactions From and To fields.
Feb 7, 2022

See Details ›
How do I bulk change categories in Quicken? ›

To change the category of several transactions (Recategorize)
  1. Choose Tools menu > Recategorize.
  2. Use the Find drop-down list to refine your search. ( ...
  3. In the with category drop-down list, select the category you want to change.
  4. Click Find.

Continue Reading ›
How do I change the category on multiple transactions in Quicken? ›

Select all these transactions (Command+A). Go to File > Get Info (Command+I). The Transactions Info window will display. In the Category field, enter the category name you want to change the categories to (such as Website).

Tell Me More ›
How do I change the account category in Quicken? ›

Editing, changing, or deleting a category or subcategory
  1. From the Tools menu, choose Category List.
  2. Right-click the category or subcategory you want to edit, and then choose Edit.
  3. Enter the desired changes in the Edit Category window.
  4. Click OK.
Sep 26, 2023

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Is a transfer considered income? ›

You might have to pay taxes on transfers you receive if they were income, including capital gains. You typically won't pay taxes on gifts received through international money transfers, but you'll need to report it using Form 3520.

Get More Info ›
How do I reconcile multiple transactions in Quicken? ›

Click on the first transaction row to highlight. Shift/click on the last row to select all. Right Click in the middle of the selection and in the popup box select 'Reconcile' and in the popup select 'Reconciled'. The Clr column should change to "R" for all transactions.

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