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

 

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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 John Pollard on November 14, 2006, 5:20 pm
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> 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.)

It's not going to get much smaller; and 16mb is tiny these days.

You do not need to be concerned about the idx file, you don't
need to send it. And deleting accounts will never have any
effect on the qph file; that contains only your investment price
history. If you're not sending any investment accounts, you can
leave that file out too. (You could leave it out anyway, if it
does not contain any prices that can't be recovered by an
historical price download.)



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