tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/7281-changing-security-to-another-investment-portfolioInfinite Kind: Discussion 2022-11-24T12:12:46Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/568565622022-11-22T11:06:58Z2022-11-22T11:06:58ZChanging security to another investment portfolio<div><p>Hi Frank,<br>
Thank you for contacting Moneydance support.</p>
<p>Using <a href="https://infinitekind.com/download-moneydance-personal-finance-software">Moneydance 2022.5 (4091)</a> (which you are entitled to for free), you can now navigate to <strong>Extensions->Manage Extensions</strong> (when the Toolbox is already installed) you will see the option <strong>Toolbox: Move investment transactions</strong>. You'll be asked to ensure that the Quote and Exchange Rates Updater or the Quote loader are not updating your security prices while you are moving investment accounts. In the resulting window you can choose HELP/GUIDE (bottom right) prior to proceed moving your investment transactions <strong>from an account to the other</strong>.</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>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/568565622022-11-22T11:13:42Z2022-11-22T11:13:42ZChanging security to another investment portfolio<div><p>Hi Maddy,</p>
<p>Thanks for the quick reply.</p>
<p>I will try tomorrow when I am more awake. Will doing this interfere with my cleared transactions where the dividend payment was deposited?</p>
<p>Thanks,</p>
<p>Frank</p></div>FOtag:infinitekind.tenderapp.com,2009-01-14:Comment/568565622022-11-22T15:35:58Z2022-11-22T15:35:58ZChanging security to another investment portfolio<div><p>This tool allows you to move all txns, or select a security, and/or a date range. Backup first. Test it out on a test copy first.</p></div>Stuart Beesley (Mr Toolbox)