529 Conversion

Posted by JCO on December 5, 2008, 6:32 pm

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Yes if I understand correctly, I should add the following to the exported
QIF File:
!AC_529-NBO
NAC_529 Plan-NBO
TInvst
^

Where line one is the old account name, line two is the new account name,
line 3 is Invest and line 4 is a blank (or do nothing too).
Then I go to the file menu and select File->import->QIF.
A dialog comes up because it wants me to browse to the file. This same
dialog is what has the other options such as the dropdown menu. It also has
6-checkbox options at the bottom. So I don't see how to avoid that dialog.

I'm using Quicken 2009 Deluxe Home

>> I'm interested in this too, but I can't get the import to work.

>> There's a dropdown menu that states:

>> Quicken account to import into:

>> > - Show quoted text -

> Read John's instructions more carefully. If you put in the first 4

> lines correctly, it imports directly into the account you tell it.

> You don't get to the drop-down menu at all. Not letting you import

> into into investment accounts is what Intuit intended, presumably for

> some reason other than just to abuse their customers.

Posted by JCO on December 2, 2008, 1:01 pm

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I'm interested in this too, but I can't get the import to work.

There's a dropdown menu that states:
Quicken account to import into:

I don't know what to put in this dropdown. Seems that the new account
(529) should be listed in the dropdown but it is not.
Thanks

> I have had 529 plans for my kids for several years as investments

> accounts. I just got QW (H&B) 2009 and now I see that there are 529

> accounts as a type. However, I can I figure out a way to export the

> existing investment account and import the data as a 529 account.

> Am I SOL? Do I need to type in all the data? Is there any real

> advantage to having a 529 type account?

> TIA

Posted by John Pollard on December 2, 2008, 2:19 pm

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JCO wrote:

> I'm interested in this too, but I can't get the import to

> work.

> There's a dropdown menu that states:

> Quicken account to import into:

> I don't know what to put in this dropdown. Seems that the

> new

> account (529) should be listed in the dropdown but it is not.

See the link I provided in my previous post in this thread.

--

John Pollard
First initial underscore Last name at mchsi dot com
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