copy/paste split transaction

Posted by John Keith on December 22, 2007, 11:53 pm

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I'm trying to copy and paste a split transaction from one file to
another file in Quicken Basic 2002 (both the source account and target
accounts are checking). I can copy and paste a non-split transaction
without problem but when I do a split transaction it fails in the
following manner: the dollar amounts in the split are correct but the
category and memo fields come from a completely different transaction.

Can anyone shed some insight on this problem? It would sure save me
some time to be able to cut/paste a complete transaction!

John Keith
kd0gd@juno.com

Posted by John Pollard on December 23, 2007, 10:02 am

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John Keith wrote:

> I'm trying to copy and paste a split transaction from one file

> to

> another file in Quicken Basic 2002 (both the source account

> and target

> accounts are checking). I can copy and paste a non-split

> transaction

> without problem but when I do a split transaction it fails in

> the

> following manner: the dollar amounts in the split are correct

> but the

> category and memo fields come from a completely different

> transaction.

> Can anyone shed some insight on this problem? It would sure

> save me

> some time to be able to cut/paste a complete transaction!

I tried this with a very simple two-line split and did not see
the problem you're having. Seems there must be something more
involved, but I don't know what.

Have you tried with several different transactions?

Have you tried Validating a Quicken Copy of your data and
testing in the Validated Copy?

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by John Keith on December 24, 2007, 12:26 pm

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wrote:

>Have you tried with several different transactions?

I tried an earlier transaction and still got jumbled results.

I created a new trnasaction with just 4 simple splits and still bad
results. The amounts came across OK but all 4 categories were
different, soemthing used in a different trnasaction (I haven't had
time to search to see where the bad data is being picked up.)

I've got a different work around. I export the trnasaction to a QIF
file and then import that file into the other file. Slightly more
tedious than a copy and paste transaction but certainly a lot easier
than re-entering all the split data a second time.

>Have you tried Validating a Quicken Copy of your data and

>testing in the Validated Copy?

Not familiar with validating. I'll have to research that.

Thanks for the response.

John Keith
kd0gd@juno.com

Posted by John Pollard on December 24, 2007, 4:14 pm

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John Keith wrote:

> On Sun, 23 Dec 2007 15:02:10 GMT, "John Pollard"

> wrote:

>> Have you tried with several different transactions?

> I tried an earlier transaction and still got jumbled results.

> I created a new trnasaction with just 4 simple splits and

> still bad

> results. The amounts came across OK but all 4 categories were

> different, soemthing used in a different trnasaction (I

> haven't had

> time to search to see where the bad data is being picked up.)

> I've got a different work around. I export the trnasaction to

> a QIF

> file and then import that file into the other file. Slightly

> more

> tedious than a copy and paste transaction but certainly a lot

> easier

> than re-entering all the split data a second time.

>> Have you tried Validating a Quicken Copy of your data and

>> testing in the Validated Copy?

> Not familiar with validating. I'll have to research that.

File > File Operations > Copy
File > File Operations > Validate

I'm sorry though; now that I read your reply and re-read your
original post, I think I intentionally ignored what I thought
was a mis-statement.

I've gotten too used to folks talking about Quicken "files" when
they really mean Quicken "accounts". I (think I) incorrectly
assumed you were making the same mistake, so I answered as if
you were talking about doing a copy/paste between accounts in
the same file. I should have taken you at your word, or asked.

I just did a quick test that tried to copy a two line split
between checking accounts two Q2002 Deluxe files and I got both
lines in the new file, but the second line had spaces in the
Category field, instead of the category from the copied
transaction.

My guess is that you're out of luck for Q2002. If it's any
consolation, I just tried the same thing in Q2008 and it worked
correctly.

--
John Pollard
First initial underscore Last name at mchsi dot com
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Posted by Stewart Berman on December 24, 2007, 4:41 pm

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I think you will find that copying and pasting transactions with
splits between Quicken 2008 files only works well if the files are
copies of each other.

If you make a copy of your Quicken file, create a transaction with
splits in one and copy and paste it into the other it will work.

I suspect that is because Quicken does not actually copy the literal
strings but a reference (key) to them. For example, if the key to the
category "Gifts" is 3 in the first file and 3 is the key to "Gas" in
the second file the category will show up as "Gas" in the second file.

Try creating a brand new Quicken file with one checking account and
pasting a transaction with splits from a checking account in your
regular file into the new one. Some categories will be changed and
others will be blank. The blank ones are were the keys don't exist in
the new file. What is interesting is that Quicken does not even alert
you to the missing keys.

You can't export the transactions you want ot copy as a QIF file
because Quicken won't let you import them into a checking account.

>John Keith wrote:

>> On Sun, 23 Dec 2007 15:02:10 GMT, "John Pollard"

>> wrote:

>>> Have you tried with several different transactions?

>> I tried an earlier transaction and still got jumbled results.

>> I created a new trnasaction with just 4 simple splits and

>> still bad

>> results. The amounts came across OK but all 4 categories were

>> different, soemthing used in a different trnasaction (I

>> haven't had

>> time to search to see where the bad data is being picked up.)

>> I've got a different work around. I export the trnasaction to

>> a QIF

>> file and then import that file into the other file. Slightly

>> more

>> tedious than a copy and paste transaction but certainly a lot

>> easier

>> than re-entering all the split data a second time.

>>> Have you tried Validating a Quicken Copy of your data and

>>> testing in the Validated Copy?

>> Not familiar with validating. I'll have to research that.

>File > File Operations > Copy

>File > File Operations > Validate

>I'm sorry though; now that I read your reply and re-read your

>original post, I think I intentionally ignored what I thought

>was a mis-statement.

>I've gotten too used to folks talking about Quicken "files" when

>they really mean Quicken "accounts". I (think I) incorrectly

>assumed you were making the same mistake, so I answered as if

>you were talking about doing a copy/paste between accounts in

>the same file. I should have taken you at your word, or asked.

>I just did a quick test that tried to copy a two line split

>between checking accounts two Q2002 Deluxe files and I got both

>lines in the new file, but the second line had spaces in the

>Category field, instead of the category from the copied

>transaction.

>My guess is that you're out of luck for Q2002. If it's any

>consolation, I just tried the same thing in Q2008 and it worked

>correctly.