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Posted by ellengibson70 on February 6, 2007, 1:59 pm
Please log in for more thread options Thanks, John, I'll give this a try.
Ellen
> ellengibso...@hotmail.com wrote:
> > Before upgrading to Quicken 2007, I need to merge two
> > Quicken files. I have the instructions to match the
> > Cateogry Lists so that they are identical as being the
> > first step. My original categories were created from a
> > much older version of Quicken and my husband's were
> > created from a combination of categories in Quicken
> > Premier 2004 (the version we now have) and converting
> > data from Money. Ny files have a "mileage" category
> > which Quicken says is automatically created and can't be
> > deleted when you enter your first trip. However, I never
> > entered any trip and don't have the "Business" tool in my
> > version. My husband doesn't have these categories. My
> > question is does it matter if these categories (which
> > have no data) are in one and not the other, will that
> > prevent me from being able to merge the two files into
> > one?
>
> Since there are no transactions using the mileage category, it
> doesn't matter if it exists in one file but not the other.
>
> > All the information I read about the mileage
> > categories indicates it's part of the "Business" portion
> > of Quicken Home and Business, but I don't have that
> > version. Should I go ahead and "manually" create the
> > "mileage" categories in my husband's files and match the
> > exact wording including a dash that's in front of the
> > category, e.g., "- MileageBus"?
>
> Not necessary, Quicken will create a new category if one exists
> in the qif file but not in the file being imported to.
>
> Actually though, I think I would head in the opposite direction.
>
> Since neither of you use the mileage category, I'd think you
> would be happier if you ended up without that category in your
> final file. And exporting to a qif file will give you the
> opportunity to get rid of that category, since you can delete it
> from the qif file so it won't be imported into your final file.
>
> If you open the exported qif file that contains your categories
> in Notepad, near the end of the category records you should find
> something like this:
>
> N_MileageBus
> DBusiness Mileage
> T
> R1320
> E
> ^
>
> I think "_MileageBus" is the first mileage category and
> "_MileageUnreimBus" is the last mileage category. You should be
> able to delete all the _Mileage... category records at once.
>
> Delete each record starting with the one with the "N" in column
> one (the one with the category name) through the one with the
> caret ("^"). Do that for each "_Mileage..." category in the
> file, then Save the file. (Don't worry if the records between
> the first and last for a category look different than what I
> posted, or if there are more records between the first and last
> than my example; just delete everything from the one with the
> "N" in the first postition to the one with the "^" in the first
> postition ... for each category you don't want.)
>
> --
> John Pollard
> First initial underscore Last name at mchsi dot com
> Please reply to newsgroup- Hide quoted text -
>
> - Show quoted text -
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