I stated using QH&B2008 around July of 07. I didn't enter any info before that date. Now I want to create a new file, input all the data from July 07 back to Jan07 at least, maybe further. And then merge the back data with my current file that is up to date. The goal is to reduce the amount of figuring out the deposits back and forth between accounts during the year and keep my current file correct and up to date.
Is this a good idea and can it be done?? Thanks Robert GSalisbury 15/1/2008, 16:44 น.
Feb 5, 2019 - The Move to Account selection tool will pop up in Quicken. Open a list of your accounts by clicking on the down arrow to the right of the box labeled with the account name. Select the Quicken account you want to move the transaction to from the drop-down list. 9) Now take the file that you want to merge, FILE 2 - WIFE and export the following lists and accounts as follows. It is EXTREMELY important to do this in the.
'Pigments' wrote in message news:6Bajj.4927$Y63.4551@trnddc03. I wouldn't know if there are specific H&B nuances at issue as I'm Q06Dlx (I don't see why there would be though), but why can't you just enter historical info into your file and simply enter an adjust to zero etc. Item for some total along the way. That way you can put in batches of history as you're so moved. That way you wouldn't have to worry about combining some time down the road. That way as you put it in it's always there. FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file. I started using Q 'for real' and then gradually entered and reconciled prior statements. Depending upon the account, sometimes I just entered a statement balance line (and offset), other times I entered the entire statement (and an offset line) and sometimes just selected lines (and an offset line). I guess you could also put it into a parallel 'closed' account that was kept at zero. Similar affect. Salisbury Long Valley, NJ Pigments 15/1/2008, 17:36 น.
'GSalisbury' wrote in message news:[email protected] Thanks for the input. I could do that, but I'm concerned I'll spend hours after importing old months and then adding entries to correct the balance of each account. It's similar to the problem I had when first setting it up. I'd import a new account that had transfers to an account already balanced, i.e. Balance a checking account, then import a savings account. I spent hours linking the transfers between the two accounts so that both would balance. Consider my question this way.
Let's say for example I used Q and then I got married to someone(also a Q user). Now were married and we want to combine the two seperate files into one file. Not exactly the same, but also Thanks Robert treasur2 16/1/2008, 1:07 น. On Wed, 16 Jan 2008 01:07:49 -0800 (PST), treasur2 wrote in alt.comp.software.financial.quicken: I've wanted to do that for some time. I'm making the statement that Q won't let you do it. You can EXPORT an account from one file to a QIF file.
You can NOT import that or any other QIF file unless it's a cash account or some such. Please, somebody prove I'm wrong. Dick Yuknavech 'Debugging is twice as hard as writing the code in the first place. Therefore, if you write the code as cleverly as possible, you are, by definition, not smart enough to debug it.' - Brian Kernighan John Pollard 11/2/2008, 10:11 น. Dick Yuknavech wrote: You can EXPORT an account from one file to a QIF file.
You can NOT import that or any other QIF file unless it's a cash account or some such. If one has a single new non-investment account to import, a Quicken Cash account will work fine. Once the transactions are in the Quicken cash account, you can cut/paste them - all at once - into the desired account type.
Please, somebody prove I'm wrong. Merging considerations: How to import: - John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup.
I found myself needing to copy some accounts from one Quicken file to another but Quicken does not have an automatic function that allows you to merge two Quicken files, or even move an account from one file to another. Quicken is a complicated program, with features including the ability to have multiple accounts, investment accounts, transfers between accounts, memorized transactions, scheduled payments, and so forth. I can understand why it is too problematic for Quicken to incorporate a process into the program where you can combine files: how do you handle account transfers, merge similar category lists that are involved in numerous transactions including split transactions, and so forth. For the same reason I can understand why it is too problematic for Quicken to automate a process to import accounts from other files. But there is a process in Quicken that allows you to import transactions from an account in another file into a cash file only. (The exception is that you cannot do this with an investment file.) Using this feature you can move bank and credit card accounts from one file to another.
Just be aware that it takes a number of steps and transactions with transfers to/from other accounts will not copy as transfers. Also there may be errors in assigning categories, scheduled transactions and the like. There will be some manual cleanup.
So back to my story. My wife had been using Quicken on her computer for her accounts while I used Quicken on my computer for my accounts and the joint accounts: savings, investments, and so forth. Somehow I came to inherit balancing her account.
Thus the situation arose where it became easier to import her account into my file. Do this at your own risk.
I recommend doing this on a copy of a file so that if you wind up with a corrupted file you can just delete it and go back to your good files. This process was done using Quicken 2010 Deluxe. Steps may vary from edition to edition. Backup or Create another Quicken File. I chose to create another Quicken file by going to Windows Explorer, finding the.QDF file and used copy and paste to create a new file. I renamed the file to one with both mine and my wife’s name to be able to identify it easily. I created a new file so that if everything goes bonkers I can just delete it and go back to my old file.
The.QDF file was in Users/Mark/Documents/Quicken folder. Next I did the following steps:.
In the file that you want to import create a Cash account. I named mine “Cash File For Import”. Set the opening date to before the beginning transaction of the imported account. Set the opening balance to 0.00. Create a new account of the same type as the one you are importing. Give it an appropriate name.
I named mine “Cathy’s Checking”. Set the opening date to before the beginning transaction of the imported account. Set the opening balance to 0.00.
In the file to export select File, Export, QIF file. I chose transactions and memorized payees. If your accounts are different in the files you might want to consider exporting categories. In my case the category lists were identical because I created them both. In the file to import Open the Cash File For Import”. Select File, Import, QIF file.
Next, select all the transactions by clicking on the first transaction, holding down shift and clicking on the last. Right click with the pointer over the selected transactions and left click “Copy Transaction(s)”. Open the new account of the same type as the old one (Cathy’s Checking in my case), right click over last transaction, and select “Paste Transaction(s)” You have just imported an account from one file to another. Repeat the above steps for all accounts that you want to import. Go back and delete the transactions in the Cash To Import file or delete the account all together if you are done with it.
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