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Subject Author Date
Merging Accounts from two Brokers oldgrey 11-13-2006
Posted by JM on November 15, 2006, 3:24 pm
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oldgrey wrote:
> 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
>
<snip>

Just looked at this in QW07 Dlx

Open an account; e.g. a cash flow account or an investment account.

Then go to File > Import and you will see the option for a QIF File.

You do not see the QIF option if your in 'Investing Center', 'Cash Flow
Center', etc.


Posted by JM on November 15, 2006, 3:28 pm
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JM wrote:
> oldgrey wrote:
> > 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
> >
> <snip>
>
> Just looked at this in QW07 Dlx
>
> Open an account; e.g. a cash flow account or an investment account.
>
> Then go to File > Import and you will see the option for a QIF File.
>
> You do not see the QIF option if your in 'Investing Center', 'Cash Flow
> Center', etc.

Correction - you do see the option for QIF File in the Cash Flow Center
- just not in the Investment Center.


Posted by oldgrey on November 16, 2006, 2:35 pm
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JM
Thanks now I see the QIF import. Will now start experimenting to see
if I can accomplish my merging goal.

oldgrey


>
>JM wrote:
>> oldgrey wrote:
>> > 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
>> >
>> <snip>
>>
>> Just looked at this in QW07 Dlx
>>
>> Open an account; e.g. a cash flow account or an investment account.
>>
>> Then go to File > Import and you will see the option for a QIF File.
>>
>> You do not see the QIF option if your in 'Investing Center', 'Cash Flow
>> Center', etc.
>
>Correction - you do see the option for QIF File in the Cash Flow Center
>- just not in the Investment Center.

Posted by John Beurket on November 15, 2006, 4:23 pm
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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.
>
> TIA
> Oldgrey
Are these two accounts within the same Quicken file? If so, I believe
there is a transaction "Shares Transferred Between Accounts" that you
can use.

JB

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