Here in this NG, on the Quicken website support center, and on the msn
How to merge 2 accounts or move transactions from one account to another. This is my first day with KMyMoney, so far its awesome. I imported several accounts from Quicken QIF exports. Most are OK, but KMM splits one exported Savings account into two separate accounts - a new Savings account plus a new Checking account. Open the qif file in Notepad and add the following four lines at the very beginning of the file:!Account NMyAccount Txxxx ^ substituting the.exact. Quicken name of the account you want to import to for 'MyAccount', and substituting from the following list for 'xxxx' 1.) 'Bank' for checking or savings accounts 2.) 'CCard' for credit card. In account A, mark the transactions that wish to move to account B - If the transactions are in one contiguous block, click the first transaction to highlight it. Scroll down to the last transaction, press and hold SHIFT then click the last transaction. All transactions within that block should now be highlighted. Once done, we need to deactivate the other account because we can't merge an account if both accounts are active. Here are the steps: Go to Company, then select Chart of Accounts. Click on either Checking or Savings account. Then right click, and select Bank Feeds Settings. Click the radio button Deactivate All Online Services.
Quicken Users group, there are various discussions of how to transfer
information, accounts, or entire data files from one Quicken file to
another. So far as I can tell, these are all elaborations of the
basic QIF export / import procedure.
When I try this procedure, the data and transactions in certain
accounts transfer just fine. However, try what I might, the
transactions (checks written) in one of the checking accounts and the
transactions in a money market fund (checks drawn on the fund) will
not transfer. (Interestingly, the deposits in the checking account do
transfer. Also interestingly, another checking account transfers
completely without a hitch.)
accounts transfer just fine. However, try what I might, the
transactions (checks written) in one of the checking accounts and the
transactions in a money market fund (checks drawn on the fund) will
not transfer. (Interestingly, the deposits in the checking account do
transfer. Also interestingly, another checking account transfers
completely without a hitch.)
In all the poking around I have done, two notable things have struck
me.
me.
First, I find no one else who mentions having such a problem.
Second, Intuit customer support bulletin KB ID#: 1174b entitled
'Moving information between Quicken data files' (available on their
website) addresses the question 'How do I transfer information,
accounts, or entire data files from one Quicken file to another?' and
gives extensive detailed instructions.
'Moving information between Quicken data files' (available on their
website) addresses the question 'How do I transfer information,
accounts, or entire data files from one Quicken file to another?' and
gives extensive detailed instructions.
Midway, it says: 'Important: QIF import is available only for asset
and liability accounts (including house and vehicle), credit card
accounts, and cash accounts. . . . QIF import is not available for
checking, savings, 401(k), or any other brokerage accounts.'
and liability accounts (including house and vehicle), credit card
accounts, and cash accounts. . . . QIF import is not available for
checking, savings, 401(k), or any other brokerage accounts.'
That seems to be saying pretty clearly that QIF will not import
checking account transactions (nor money market account transactions,
if such an account is a 'brokerage' account). Several Intuit customer
support bulletins lay out the same procedure, but only that one
contains the caveat.
checking account transactions (nor money market account transactions,
if such an account is a 'brokerage' account). Several Intuit customer
support bulletins lay out the same procedure, but only that one
contains the caveat.
If it is true that you can't transfer checking or 'brokerage'
accounts, it is puzzling to me that one of my checking accounts
transferred successfully. Further, it is remarkable that none of the
extensive posts here on this NG or in the msn group on the subject of
merging files / exporting-importing data / marrying, etc. even mention
such an enormous catgegory of data that can't be moved via QIF.
accounts, it is puzzling to me that one of my checking accounts
transferred successfully. Further, it is remarkable that none of the
extensive posts here on this NG or in the msn group on the subject of
merging files / exporting-importing data / marrying, etc. even mention
such an enormous catgegory of data that can't be moved via QIF.
Does anyone here have any suggestions, enlightenment, explanations,
education, or thoughts that might help. I just need to get the data
and transactions in two separate Quicken files (both v. 2004)
transferred into one file.
education, or thoughts that might help. I just need to get the data
and transactions in two separate Quicken files (both v. 2004)
transferred into one file.
Thanks for any assistance.
Merge Two Quicken Files
'Pigments' <[email protected]> wrote in message
How Do I Merge Two Quicken Accounts
news:6Bajj.4927$Y63.4551@trnddc03...I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc. item
for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the road.
That way as you put it in it's always there.
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc. item
for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the road.
That way as you put it in it's always there.
Merge Two Quicken Accounts Into One
FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q 'for real' and then gradually entered and reconciled prior
statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an offset
line) and sometimes just selected lines (and an offset line).
It never occurred to me to make a new file.
I started using Q 'for real' and then gradually entered and reconciled prior
statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an offset
line) and sometimes just selected lines (and an offset line).
Quicken How To Combine Two Securities
I guess you could also put it into a parallel 'closed' account that was kept
at zero.
Similar affect.
at zero.
Similar affect.
Geo. Salisbury
Long Valley, NJ
Long Valley, NJ