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Subject Author Date
Merging Accounts from two Brokers oldgrey 11-13-2006
Posted by oldgrey on November 13, 2006, 4:17 pm
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 I would like to merge the accounts from two different brokers into a
single brokerage account. Currently using Quicken H&B2007. From what
I have been able to discern from the Help within Quicken this does not
seem possible. Only thing possible is to rename the two or more
accounts to the new brokerage name and leave everything else alone.
Under the old days of QIF it was possible to export, clean up and then
import the cleaned file.

If anyone known how to accomplish this without 3000 copies/cuts and
then pastes please either detail the process or if you know of a
program that would allow me to perform this operation please respond.

TIA
Oldgrey

Posted by John Pollard on November 14, 2006, 10:35 pm
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>I would like to merge the accounts from two different brokers
>into a
> single brokerage account. Currently using Quicken H&B2007.
> From what
> I have been able to discern from the Help within Quicken this
> does not
> seem possible. Only thing possible is to rename the two or
> more
> accounts to the new brokerage name and leave everything else
> alone.
> Under the old days of QIF it was possible to export, clean up
> and then
> import the cleaned file.
>
> If anyone known how to accomplish this without 3000
> copies/cuts and
> then pastes please either detail the process or if you know of
> a
> program that would allow me to perform this operation please
> respond.

Try reading this on importing QIF files, post-Q2004.

http://makeashorterlink.com/?Q11A5191D


--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by oldgrey on November 15, 2006, 1:30 pm
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John Pollard

I went to the link in the Quicken forum and read your post. However,
in Quicken 2007 the choices for Import are:
        addresses
        prices
        TurboTax
        Web Connect File.

There is no option for the importing of a QIF file.

Any other ideas?

Thanks,

oldgrey

wrote:

>>I would like to merge the accounts from two different brokers
>>into a
>> single brokerage account. Currently using Quicken H&B2007.
>> From what
>> I have been able to discern from the Help within Quicken this
>> does not
>> seem possible. Only thing possible is to rename the two or
>> more
>> accounts to the new brokerage name and leave everything else
>> alone.
>> Under the old days of QIF it was possible to export, clean up
>> and then
>> import the cleaned file.
>>
>> If anyone known how to accomplish this without 3000
>> copies/cuts and
>> then pastes please either detail the process or if you know of
>> a
>> program that would allow me to perform this operation please
>> respond.
>
>Try reading this on importing QIF files, post-Q2004.
>
>http://makeashorterlink.com/?Q11A5191D

Posted by John Pollard on November 15, 2006, 2:56 pm
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> I went to the link in the Quicken forum and read your post.
> However,
> in Quicken 2007 the choices for Import are:
> addresses
> prices
> TurboTax
> Web Connect File.
>
> There is no option for the importing of a QIF file.
>
> Any other ideas?

Nope.

My understanding is that Q2007 permits the same qif importing
that Q2006 does ... but I don't have Q2007, so I have no way to
test that, or to see if any changes were made to how you access
the import capability.

Q2006 has information on importing qif file in the Help; perhaps
Q2007 does too.



Posted by John Pollard on November 15, 2006, 3:18 pm
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>
>> I went to the link in the Quicken forum and read your post.
>> However,
>> in Quicken 2007 the choices for Import are:
>> addresses
>> prices
>> TurboTax
>> Web Connect File.
>>
>> There is no option for the importing of a QIF file.
>>
>> Any other ideas?
>
> Nope.
>
> My understanding is that Q2007 permits the same qif importing
> that Q2006 does ... but I don't have Q2007, so I have no way
> to test that, or to see if any changes were made to how you
> access the import capability.
>
> Q2006 has information on importing qif file in the Help;
> perhaps Q2007 does too.

Ok, here's an update. After having this nag at me for 15
minutes, I realized what the problem is.

If you see the option to import "prices", you have the Investing
Center open. Open the Cash Flow Center, or one of your
checking/savings/cash accounts ... then File > Import.




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