Re: Merging Quicken Files

Posted by Wai Doan Hsu on April 11, 2006, 8:06 pm

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Luis wrote:

> Part 10 of the 'Merging Quicken Files' document on the msn.com

> QuickenUsers group has the following section:

> iii. All of the years beyond 1999 are messed up in the file. To

> change each year use the Find and Replace feature of WORD to fix each

> year.

> Ex. ' 00 to /00 will give the correct format.

> ' 01 to /01

> Does this mean that I must search for all instances of ' 01 and

> replace it with /01 ?

> There are no ' 01 instances in my .qif file. My dates are already in

> the /01 format (I think!). Eg.:

> ^

> D29/4/01

> U-100.00

> T-100.00

> C*

> NP150

> PSuperStore

> LMotor:Fuel/Car1

> ^

> What must I change in the above sample so that I can import the .qif

> file into Quicken 2006 Deluxe?

Normally, you would change /01 to '01 or /2001 for Quicken 2006. But
if you really want to import the file directly into your account, it's
not the FI number you need. It's the account name.

You didn't give enough information about the QIF. But I'm assuming
that it's a bank account and the file starts with !Type:Bank. Here's
what you should do. First, copy your Quicken file under a new name, and
test everything in a test file to make sure you are doing everything
correctly. Once you feel comfortable, you can use your regular Quicken
account.

Let's assume that your QIF starts with !Type:Bank and your bank
account is called Checking one. You would take the QIF and add the
following lines to the top:

!Option:AutoSwitch
!Account
NChecking one
TBank
^

Then go to Quicken, click on File > Import > QIF file

Select the file you wish to import, and select <all accounts> for the
account you wish to import into. The QIF should import just fine.

I'm assuming that your account is NOT called Checking one, so you have
to change that to the EXACT name that you gave the account. And of
course you need to make any date changes that are necessary.

Posted by Luis on April 12, 2006, 3:04 pm

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wrote:

>You didn't give enough information about the QIF. But I'm assuming

>that it's a bank account and the file starts with !Type:Bank.

I need to export/import all sorts of accounts: cash, cheque, credit
cards and investment accounts (mutual funds).

>Here's

>what you should do. First, copy your Quicken file under a new name, and

>test everything in a test file to make sure you are doing everything

>correctly.

Absolutely! I would never do anything of this sort in my "production"
data file. I always play on "Dev". That way I can affort to trash the
data file without giving myself a heart attack.

>Once you feel comfortable, you can use your regular Quicken

>account.

I'm using two versions concurrently (Q2004 contains my "production"
data while Q2006 is used just for testing the conversion). Only when
I'm absolutely 100% satisfied will I move to Q2006 permanently.

>Let's assume that your QIF starts with !Type:Bank and your bank

>account is called Checking one. You would take the QIF and add the

>following lines to the top:

>!Option:AutoSwitch

>!Account

>NChecking one

>TBank

Thanks, I will try that...