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Subject Author Date
moving just a few accounts to a new quicken version stetrekve 07-06-2007
Posted by Bob Wang on July 10, 2007, 9:08 pm
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Steve:

I did what you are contemplating many years ago.
As I recall, I ended up with many "orphaned" transfers.
My "workaround" was to create @deposit and @withdraw categories, and
customized reports to ignore those transactions, since they would ordinarily
be a "wash."
I HIGHLY recommend against that course of action, it is FRAUGHT with
gotchas.

Bob

>>>
> 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



Posted by John Pollard on July 11, 2007, 9:28 am
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stetrekve wrote:
> 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 think that was a bug in Q2004. I don't think you should see
that in Q2007 unless you have told Quicken you want to "View
hidden accounts".

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Mike Blake-Knox on July 11, 2007, 1:11 pm
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Stetrekve wrote:
> 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.

An easy way to solve that specific problem is to rename the "old"
accounts with a "Z" at the beginning of the new name.

Mike


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