Combining Two Quicken 2002 files..how to do it?

Posted by JHB on August 16, 2007, 10:09 am

Please log in for more thread options

Hi

I presently have two seperate quicken files on my system (My accounts
and my wife's accounts). This has worked fine until recently, when we
have decided to jointly administer all accounts. I want to move ALL
the information from one of the files into the other, so that I end up
with a single file for both of us. This will consolidate information
on reports etc.

I can not find a way to do this.

When I use a QIF file export/import I do not get all the detailed
transactions on the accounts, although I do appear to get everything
else. Can anyone please tell me how to combine two Quicken account
files into one!!!

Your help would be much appreciated.

John Baker

Posted by L on August 16, 2007, 12:27 pm

Please log in for more thread options

> Hi

> I presently have two seperate quicken files on my system (My accounts

> and my wife's accounts). This has worked fine until recently, when we

> have decided to jointly administer all accounts. I want to move ALL

> the information from one of the files into the other, so that I end up

> with a single file for both of us. This will consolidate information

> on reports etc.

> I can not find a way to do this.

> When I use a QIF file export/import I do not get all the detailed

> transactions on the accounts, although I do appear to get everything

> else.

What do you mean? What are you getting? What are you not?

> Can anyone please tell me how to combine two Quicken account

> files into one!!!

QIF is about the only thing I know of to move/copy data from one Quicken
file into another. Post back as to what problem you are having with QIF
import/export.

Posted by JHB on August 18, 2007, 3:20 pm

Please log in for more thread options

> > Hi

> > I presently have two seperate quicken files on my system (My accounts

> > and my wife's accounts). This has worked fine until recently, when we

> > have decided to jointly administer all accounts. I want to move ALL

> > the information from one of the files into the other, so that I end up

> > with a single file for both of us. This will consolidate information

> > on reports etc.

> > I can not find a way to do this.

> > When I use a QIF file export/import I do not get all the detailed

> > transactions on the accounts, although I do appear to get everything

> > else.

> What do you mean? What are you getting? What are you not?

> > Can anyone please tell me how to combine two Quicken account

> > files into one!!!

> QIF is about the only thing I know of to move/copy data from one Quicken

> file into another. Post back as to what problem you are having with QIF

> import/export.

The specific problem I have is that I can import everything from one
File to another EXCEPT the detailed transactions (checks..charges to
charge account etc). The balance that shows on imported accounts is
always zero, therefore. This is no help at all since I have to be able
to import the account information as it is right now!

I don't think I am doing anything wrong, and have indicated that I
want to create a QIF with all transactions on it -- trouble is it does
not appear to work !

John

Posted by andyza on August 17, 2007, 2:58 pm

Please log in for more thread options

>Hi

>I presently have two seperate quicken files on my system (My accounts

>and my wife's accounts). This has worked fine until recently, when we

>have decided to jointly administer all accounts. I want to move ALL

>the information from one of the files into the other, so that I end up

>with a single file for both of us. This will consolidate information

>on reports etc.

>I can not find a way to do this.

Have a look at the 'merge_quicken_files.rtf' file on the QuickenUsers
group on msn.com:

http://groups.msn.com/QuickenUsers/documents.msnw