Move Investment Transactions is an advanced feature that allows you to move multiple investment transactions from one Quicken investment account to another account within the same file. Because of the ability of Move Investments Transactions to affect large numbers of transactions, we recommend that you make a backup of your Quicken file before using it.
- Move Investment Transactions can be accessed from the “gear” menu above investment registers.
- In the Move Investment Transactions window, select the transaction(s) you want to move, chose the destination account from the “Move to account:” list, and click “Move”.
- To save time selecting transactions to move, you can use the Select All, Clear All, Select Open Positions and Select Closed Positions buttons. Select Open Positions selects all transactions for any securities whose current share balance is non-zero. Select Closed Positions selects all transactions for any securities whose current share balance is zero.
- By default, selecting any transaction to move also selects all other transactions in the account for the same security. This minimizes the possibility of cost basis changes – though these can still occur if transactions are moved to an account which already contains transactions for the security being moved. You can override the “move as group” default by clearing the checkbox below the list of transactions; doing so creates additional scenarios where the cost basis, gains and losses could change. Note that employee stock options and securities with lot tracking will always move as a group, regardless of the checkbox setting.
- Because of the complexity of the operation, after you click Done, if you have moved any transactions, Quicken will perform a file validation. Depending on the file size, this can take several minutes.
Notes
- If you are considering using “Move Investment Transactions” to speed up register performance by reducing the number of transactions in an investment account, see Archive Investment Transactions.
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