Home Page link  

How do I export a single brokerage account from Quicken to a new Quicken File?

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions 

get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
How do I export a single brokerage account from Quicken to a new Quicken File? Garret Swayne 11-14-2006
Posted by Garret Swayne on November 14, 2006, 12:18 am
Please log in for more thread options
I've been keeping track of my mother's brokerage account in Quicken. She's
now gotten her own copy of Quicken (2005 Home and Business, just like my
own) and I'd like to "split off" a copy of her brokerage account from my
personal Quicken File and set up a new Quicken file for her that she could
use to track her own portfolio on her own computer. What's the easiest way
to do that?
--
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Garret Swayne
garret at garretswayne dot com
=-=-=-=-=-=-=-=-=-=-=-=-=-=



Posted by Tivo'ed on November 14, 2006, 6:15 am
Please log in for more thread options

Create two copies. From the first delete all your accounts, leaving just hers.
Give that to her. You can then delete her account from your master. Keep
the second copy, just in case.

> I've been keeping track of my mother's brokerage account in Quicken. She's
now gotten her own
> copy of Quicken (2005 Home and Business, just like my own) and I'd like to
"split off" a copy of
> her brokerage account from my personal Quicken File and set up a new Quicken
file for her that she
> could use to track her own portfolio on her own computer. What's the easiest
way to do that?
> --
> =-=-=-=-=-=-=-=-=-=-=-=-=-=
> Garret Swayne
> garret at garretswayne dot com
> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>



Posted by Garret Swayne on November 14, 2006, 4:07 pm
Please log in for more thread options
I tried what you suggested. I copied the whole Quicken file (actually 4
"sub"-files) to a new Quicken file for my mother, then went into that file
and deleted all the other accounts that were not hers, one by one, until I
was left with just her one account. Then I exited Quicken. But when I
looked at the size of this new Quicken file, it's actually the same size as
the old file! Considering all the other acccounts that were "pruned away",
shouldn't this new Quicken file (consisting of the 4 sub-files) be a lot
smaller? There's got to be something wrong here. I should end up with a
much smaller file!
There must be a cleaner, more efficient way of doing this that yields a much
smaller file (that could be emailed to my mom so she could easily put it in
her computer.) Any help?
=-=-=-=-=-=-=-=-=-=-=-=-=-=
Garret Swayne
garret at garretswayne dot com
=-=-=-=-=-=-=-=-=-=-=-=-=-=



>
> Create two copies. From the first delete all your accounts, leaving just
> hers.
> Give that to her. You can then delete her account from your master.
> Keep
> the second copy, just in case.
>
>> I've been keeping track of my mother's brokerage account in Quicken.
>> She's now gotten her own copy of Quicken (2005 Home and Business, just
>> like my own) and I'd like to "split off" a copy of her brokerage account
>> from my personal Quicken File and set up a new Quicken file for her that
>> she could use to track her own portfolio on her own computer. What's the
>> easiest way to do that?
>> --
>> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>> Garret Swayne
>> garret at garretswayne dot com
>> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>>
>
>



Posted by JM on November 14, 2006, 4:19 pm
Please log in for more thread options

Garret Swayne wrote:
> I tried what you suggested. I copied the whole Quicken file (actually 4
> "sub"-files) to a new Quicken file for my mother, then went into that file
> and deleted all the other accounts that were not hers, one by one, until I
> was left with just her one account. Then I exited Quicken. But when I
> looked at the size of this new Quicken file, it's actually the same size as
> the old file! Considering all the other acccounts that were "pruned away",
> shouldn't this new Quicken file (consisting of the 4 sub-files) be a lot
> smaller? There's got to be something wrong here. I should end up with a
> much smaller file!
> There must be a cleaner, more efficient way of doing this that yields a much
> smaller file (that could be emailed to my mom so she could easily put it in
> her computer.) Any help?
> =-=-=-=-=-=-=-=-=-=-=-=-=-=
> Garret Swayne
> garret at garretswayne dot com
> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>
>
>
> >
> > Create two copies. From the first delete all your accounts, leaving just
> > hers.
> > Give that to her. You can then delete her account from your master.
> > Keep
> > the second copy, just in case.
> >
> >> I've been keeping track of my mother's brokerage account in Quicken.
> >> She's now gotten her own copy of Quicken (2005 Home and Business, just
> >> like my own) and I'd like to "split off" a copy of her brokerage account
> >> from my personal Quicken File and set up a new Quicken file for her that
> >> she could use to track her own portfolio on her own computer. What's the
> >> easiest way to do that?
> >> --
> >> =-=-=-=-=-=-=-=-=-=-=-=-=-=
> >> Garret Swayne
> >> garret at garretswayne dot com
> >> =-=-=-=-=-=-=-=-=-=-=-=-=-=
> >>
> >
> >


Do a copy operation on the new file: File > File Operations > Copy

Compare the original and the copy - you should see a noticeable
reduction in size.

Not an expert in this area but it is my understanding that the delete
operations do not actually remove info from the database - it only
removes links. The copy opration then cleans out these 'orphans'.


Posted by Garret Swayne on November 14, 2006, 5:04 pm
Please log in for more thread options
Thanks JM for your response.
Well I tried what you suggested, and that reduced the size of the QDF file
from 16 MB to about 8 MB. The QEL file was reduded to 159 KB from 377 KB,
a savings of maybe 218 KB. But the IDX file remained around 81 KB, and most
significantly, the QPH file remains the same at 7.7 MB! That means I'd
still have to email my mother 16 MB of data files for her to start tracking
her account.
Really, there were not that many transactions in that account, that it
should take up 16 MB! Any other ideas? (Aside from starting from scratch
with a blank Quicken file and hand entering each transaction in the
account.)
I really appreciate your help...

=-=-=-=-=-=-=-=-=-=-=-=-=-=
Garret Swayne
garret at garretswayne dot com
=-=-=-=-=-=-=-=-=-=-=-=-=-=


>
> Garret Swayne wrote:
>> I tried what you suggested. I copied the whole Quicken file (actually 4
>> "sub"-files) to a new Quicken file for my mother, then went into that
>> file
>> and deleted all the other accounts that were not hers, one by one, until
>> I
>> was left with just her one account. Then I exited Quicken. But when I
>> looked at the size of this new Quicken file, it's actually the same size
>> as
>> the old file! Considering all the other acccounts that were "pruned
>> away",
>> shouldn't this new Quicken file (consisting of the 4 sub-files) be a lot
>> smaller? There's got to be something wrong here. I should end up with a
>> much smaller file!
>> There must be a cleaner, more efficient way of doing this that yields a
>> much
>> smaller file (that could be emailed to my mom so she could easily put it
>> in
>> her computer.) Any help?
>> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>> Garret Swayne
>> garret at garretswayne dot com
>> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>>
>>
>>
>> >
>> > Create two copies. From the first delete all your accounts, leaving
>> > just
>> > hers.
>> > Give that to her. You can then delete her account from your master.
>> > Keep
>> > the second copy, just in case.
>> >
>> >> I've been keeping track of my mother's brokerage account in Quicken.
>> >> She's now gotten her own copy of Quicken (2005 Home and Business, just
>> >> like my own) and I'd like to "split off" a copy of her brokerage
>> >> account
>> >> from my personal Quicken File and set up a new Quicken file for her
>> >> that
>> >> she could use to track her own portfolio on her own computer. What's
>> >> the
>> >> easiest way to do that?
>> >> --
>> >> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>> >> Garret Swayne
>> >> garret at garretswayne dot com
>> >> =-=-=-=-=-=-=-=-=-=-=-=-=-=
>> >>
>> >
>> >
>
>
> Do a copy operation on the new file: File > File Operations > Copy
>
> Compare the original and the copy - you should see a noticeable
> reduction in size.
>
> Not an expert in this area but it is my understanding that the delete
> operations do not actually remove info from the database - it only
> removes links. The copy opration then cleans out these 'orphans'.
>



Similar ThreadsPosted
Conversion of Single Mutual Fund IRA Account to Brokerage March 10, 2009, 5:23 pm
Export advice on updating brokerage account since 1995 !!! February 13, 2008, 11:34 am
moving a single account from one computer to another February 12, 2007, 10:18 pm
Is it possible to update online a single account? February 14, 2008, 2:52 pm
Merging two IRA accounts into a single account August 22, 2008, 11:05 am
Single Mutual Fund account transaction wiped out whenever I edit it (Q2007) October 14, 2008, 5:35 pm
How can I use a brokerage account like a bank account? January 4, 2007, 7:31 pm
Brokerage Account Consolidation February 14, 2008, 10:59 pm
Cash (MMF) in a Brokerage Account May 4, 2009, 4:35 pm
Online brokerage account glitch July 7, 2006, 12:56 am

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap