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move transaction

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neillhowell

12 Jan, 2011 03:59 PM

Hi,

I just entered a transaction in the wrong account and am not finding a quick way to move it to another account. In Quicken I could right click and one option was to "move transaction" which would allow me to move it to another account without having to re- enter it. As I enter a lot of transactions at once, that feature is very handy.

1. 1 Posted by -Kevin N. on 12 Jan, 2011 04:22 PM

   

   Hi neilhowell,
   Right click the txn in question. From the resulting context menu choose 'Batch Change' then 'Account'. Select the desired Account from the drop down list.
   Make sure you have a recent backup when ever using the Batch Change function. It is a powerful tool and should be used carefully.
   HTH -Kevin N.

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2. 2 Posted by neillhowell on 12 Jan, 2011 04:24 PM

   

   Does that change just the one transaction? "Batch Change" sounds like a change applied to many or all transactions.
   Thanks!

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3. 3 Posted by -Kevin N. on 12 Jan, 2011 04:29 PM

   

   Hi neil,
   Batch Change can effect one or multiple txns depending on the number of txns that are selected (highlighted)
   This is why I always recommend users make sure they have a recent backup. If a Batch Change is made on multiple txns in error, things can get messy in a hurry.
   HTH -Kevin N.

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4. 4 Posted by neillhowell on 12 Jan, 2011 04:31 PM

   

   Thanks!

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5. neillhowell closed this discussion on 12 Jan, 2011 04:31 PM.