copying transactions between accounts

niall's Avatar


17 Oct, 2015 12:40 PM

I have 2 identical ISA investment accounts ( wife & self).
How do I copy input transactions from 1 account to the other to save double input

  1. 1 Posted by Tom Freeman on 06 Nov, 2015 08:31 PM

    Tom Freeman's Avatar

    The easiest way to set this up is to create a new date set named ISA transactions. Create an is a investment account. Enter your transactions in here. Export this account. Then you can import it to both accounts in your data file.

    The next time you are entering transactions in the ISA account. Delete the old transactions before you start so you only import the newest transactions.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:02 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac