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Merge 2 quicken files together??

 

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Subject Author Date
Merge 2 quicken files together?? Pigments 01-15-2008
Posted by John Pollard on February 11, 2008, 1:11 pm
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Dick Yuknavech wrote:

> You can EXPORT an account from one file to a QIF file. You can
> NOT
> import that or any other QIF file unless it's a cash account
> or some
> such.

If one has a single new non-investment account to import, a
Quicken Cash account will work fine. Once the transactions are
in the Quicken cash account, you can cut/paste them - all at
once - into the desired account type.

> Please, somebody prove I'm wrong....

Merging considerations:

http://tinyurl.com/yshkts

How to import:

http://tinyurl.com/2qk6wk

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by John E. Golden on January 19, 2008, 1:10 am
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>
> "GSalisbury" <salsburyg at comcast dot net> wrote in message
>>
>>>I stated using QH&B2008 around July of 07.
>>> I didn't enter any info before that date.
>>>
>>> Now I want to create a new file, input all the data from July 07 back to
>>> Jan07 at least, maybe further. And then merge the back data with my
>>> current file that is up to date.
>>> The goal is to reduce the amount of figuring out the deposits back and
>>> forth between accounts during the year and keep my current file correct
>>> and up to date.
>>>
>>> Is this a good idea and can it be done??
>>> Thanks
>>>
>>> Robert
>>
>> I wouldn't know if there are [specific] H&B nuances at issue as I'm
>> Q06Dlx (I don't see why there would be though), but why can't you just
>> enter historical info into your file and simply enter an adjust to zero
>> etc. item for some total along the way.
>> That way you can put in batches of history as you're so moved.
>> That way you wouldn't have to worry about combining some time down the
>> road.
>> That way as you put it in it's always there.
>>
>> FWIW, that's what I did way back when when I first began using Qkn.
>> It never occurred to me to make a new file.
>> I started using Q "for real" and then gradually entered and reconciled
>> prior statements.
>> Depending upon the account, sometimes I just entered a statement balance
>> line (and offset), other times I entered the entire statement (and an
>> offset line) and sometimes just selected lines (and an offset line).
>>
>> I guess you could also put it into a parallel "closed" account that was
>> kept at zero.
>> Similar affect.
>>
>> Geo. Salisbury
>> Long Valley, NJ
>>
> Geo
> Thanks for the input.
> I could do that, but I'm concerned I'll spend hours after importing old
> months and then adding entries to correct the balance of each account.
> It's similar to the problem I had when first setting it up. I'd import a
> new account that had transfers to an account already balanced, i.e.
> balance a checking account, then import a savings account. I spent hours
> linking the transfers between the two accounts so that both would balance.
>
> Consider my question this way.
> Let's say for example I used Q and then I got married to someone(also a Q
> user).
> Now were married and we want to combine the two seperate files into one
> file. Not exactly the same, but also
>
> Thanks
> Robert

Got news for you, Bobby. If you get married, she'll just be interested in
spending your loot, not accounting for it.

Regards,
John E. Golden


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