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Subject Author Date
moving just a few accounts to a new quicken version stetrekve 07-06-2007
Posted by stetrekve on July 6, 2007, 2:25 pm
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 I sold a bunch of stock and mutual funds last year that I maintained
in Quicken 2004. I just bought the new 2007 Quicken program and want
to install it and start new. I do not want to import all my data from
the 2004 program that I was using since the stocks and mutual funds
sold last year no longer exist. I also have old banks that I no
longer use that I do not want to keep.

but there are some stocks and mutual funds still existing that I want
to carry over, plus bank accounts, back to day one which is in the
1990's for some. can i move individual accounts over by themselves?

steve


Posted by Bob Wang on July 6, 2007, 3:32 pm
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 Steve:

I think it would be easier to just copy your current file to a new name,
then delete the extraneous accounts in the file you intend to use going
forward.

Bob

>>>
I sold a bunch of stock and mutual funds last year that I maintained
in Quicken 2004. I just bought the new 2007 Quicken program and want
to install it and start new. I do not want to import all my data from
the 2004 program that I was using since the stocks and mutual funds
sold last year no longer exist. I also have old banks that I no
longer use that I do not want to keep.

but there are some stocks and mutual funds still existing that I want
to carry over, plus bank accounts, back to day one which is in the
1990's for some. can i move individual accounts over by themselves?

steve



Posted by stetrekve on July 8, 2007, 7:16 pm
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> Steve:
>
> I think it would be easier to just copy your current file to a new name,
> then delete the extraneous accounts in the file you intend to use going
> forward.
>
> Bob
>
>
>
>
> I sold a bunch of stock and mutual funds last year that I maintained
> in Quicken 2004. I just bought the new 2007 Quicken program and want
> to install it and start new. I do not want to import all my data from
> the 2004 program that I was using since the stocks and mutual funds
> sold last year no longer exist. I also have old banks that I no
> longer use that I do not want to keep.
>
> but there are some stocks and mutual funds still existing that I want
> to carry over, plus bank accounts, back to day one which is in the
> 1990's for some. can i move individual accounts over by themselves?
>
> steve

Thandk Bob for the hint. What do you think happens when all accounts
are related (i.e., stocks bought with funds from bank, etc) and you
delete one of the related accounts? what happens to the one you want
to keep? by deleting the source of funds, for example, would the
saved account show a debit that is owed to reconcile the account?
Steve


Posted by Bob Wang on July 8, 2007, 7:41 pm
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Steve:

Well, in that case, I would consider just hiding the "inactive" accounts
instead of deleting them.
You never know when you may actually want to access those accounts in the
future.

Bob

>>>

Thandk Bob for the hint. What do you think happens when all accounts
are related (i.e., stocks bought with funds from bank, etc) and you
delete one of the related accounts? what happens to the one you want
to keep? by deleting the source of funds, for example, would the
saved account show a debit that is owed to reconcile the account?
Steve



Posted by stetrekve on July 10, 2007, 5:12 pm
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> Steve:
>
> Well, in that case, I would consider just hiding the "inactive" accounts
> instead of deleting them.
> You never know when you may actually want to access those accounts in the
> future.
>
> Bob
>
>
>
>
>
> Thandk Bob for the hint. What do you think happens when all accounts
> are related (i.e., stocks bought with funds from bank, etc) and you
> delete one of the related accounts? what happens to the one you want
> to keep? by deleting the source of funds, for example, would the
> saved account show a debit that is owed to reconcile the account?
> Steve

speaking about hiding accounts,............i have done with with
obsolete banks and such, but they still show up in the window when I
want to transfer money from one account to another. In other words, I
have many, many accounts that get in the way of finding my current
checking account. Since the list is alphabetical, my Washington
Mutual account appears at the last of the list and I have to go
through many, many accounts to get to it.

I still am unsure what happens to related accounts when you delete an
account. what happens to the totals of the kept accounts?

steve


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