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Subject Author Date
Combining two separate files Sylvia 02-21-2009
Posted by Sylvia on February 21, 2009, 7:09 pm
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Can anyone direct me to instructions for combining two separate AT&T
accounts? I am using Quicken 2008 Deluxe. Sorry, but I just can't find
them.

Sylvia

Posted by Han on February 21, 2009, 9:25 pm
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> Can anyone direct me to instructions for combining two separate AT&T
> accounts? I am using Quicken 2008 Deluxe. Sorry, but I just can't find
> them.
>
> Sylvia

Highlight all transactions in account 1, right lick and choose move. Then
select the other account. Try with 1 transaction first, and for crying out
loud make at least 2 backups before doing anything!


--
Best regards
Han
email address is invalid

Posted by Andrew Hamilton on February 22, 2009, 12:41 am
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>
>> Can anyone direct me to instructions for combining two separate AT&T
>> accounts? I am using Quicken 2008 Deluxe. Sorry, but I just can't find
>> them.
>>
>> Sylvia
>
>Highlight all transactions in account 1, right lick and choose move. Then
>select the other account. Try with 1 transaction first, and for crying out
>loud make at least 2 backups before doing anything!

IF I understand the OP, she was talking about two separate Quicken
files. BUT, but, but, Quicken allows only one FILE to be open at any
one time. Is there a solution for that problem?

-AH

Posted by Han on February 22, 2009, 8:16 am
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>
>>
>>> Can anyone direct me to instructions for combining two separate AT&T
>>> accounts? I am using Quicken 2008 Deluxe. Sorry, but I just can't
>>> find them.
>>>
>>> Sylvia
>>
>>Highlight all transactions in account 1, right lick and choose move.
>>Then select the other account. Try with 1 transaction first, and for
>>crying out loud make at least 2 backups before doing anything!
>
> IF I understand the OP, she was talking about two separate Quicken
> files. BUT, but, but, Quicken allows only one FILE to be open at any
> one time. Is there a solution for that problem?
>
> -AH
>
That is a much thornier problem. Combining data from 2 separate file
sets used to be possible via qif export/import, but that has been made
impractical by Intuit's desire to protect copyrights or some such. In
addition, if in fileset 1 an account included transfers between accounts,
it was always difficult to recreate those in a fileset that didn't have
already all those accounts. There is a large number of (old) discussions
about that.

So if Sylvia and Joe want to combine their ATT accounts from separate
Quicken file sets, I would advise to just make entries in each file set
that the account balance (or whatever) has been transferred, by entering
a dummy transaction that corrects the balances.

More data need to be known here to really advise Sylvia. Are these
telephone accounts or security accounts?


--
Best regards
Han
email address is invalid

Posted by Sylvia on February 22, 2009, 8:45 am
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Thanks, Han. The AT&T accounts are stock accounts going back to the
early 90's. I agreed to let them combine the two accounts at the
beginning of the year and I don't know if I can download them from
their site, but I don't think so. I would like to have the
gains/losses preserved for future use. Thank you.

Sylvia


>
>>
>>>
>>>> Can anyone direct me to instructions for combining two separate AT&T
>>>> accounts? I am using Quicken 2008 Deluxe. Sorry, but I just can't
>>>> find them.
>>>>
>>>> Sylvia
>>>
>>>Highlight all transactions in account 1, right lick and choose move.
>>>Then select the other account. Try with 1 transaction first, and for
>>>crying out loud make at least 2 backups before doing anything!
>>
>> IF I understand the OP, she was talking about two separate Quicken
>> files. BUT, but, but, Quicken allows only one FILE to be open at any
>> one time. Is there a solution for that problem?
>>
>> -AH
>>
>That is a much thornier problem. Combining data from 2 separate file
>sets used to be possible via qif export/import, but that has been made
>impractical by Intuit's desire to protect copyrights or some such. In
>addition, if in fileset 1 an account included transfers between accounts,
>it was always difficult to recreate those in a fileset that didn't have
>already all those accounts. There is a large number of (old) discussions
>about that.
>
>So if Sylvia and Joe want to combine their ATT accounts from separate
>Quicken file sets, I would advise to just make entries in each file set
>that the account balance (or whatever) has been transferred, by entering
>a dummy transaction that corrects the balances.
>
>More data need to be known here to really advise Sylvia. Are these
>telephone accounts or security accounts?

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