tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/7459-how-to-move-investments-from-one-acct-to-another-acctInfinite Kind: Discussion 2023-04-26T11:20:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/576831922023-01-25T11:14:31Z2023-01-25T11:27:39ZHow to move investments from one acct to another acct<div><p>Hi Ron,<br>
Thank you for contacting Moneydance support.</p>
<p>Using Moneydance 2022.5 (4091), you can now navigate to Extensions->Manage Extensions (when the Toolbox is already installed) you will see the option <strong>Toolbox: Move investment transactions</strong>.</p>
<p>Please ensure you are using the latest versions of the Toolbox (v1056) and the Quote Loader (v3058) during the process.</p>
<p>In the resulting window you can choose HELP/GUIDE prior to proceed to moving your investment transactions from an account to the other.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy