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Merging two QW2017 data files

IsThatYourBagIsThatYourBag Member ✭✭
I have two Quicken Windows 2017 data files, one with current data and one with historical data. The historical files has a large number of loan, brokerage and banking accounts. I'd like to merge these files. However, it seems that the new OFX file format and the QIF format both leave out pieces of information when you do an export and import. I've been unable to export the historical file to either format and import into the current file and get the transactions and current balances correct.

Does anyone have any insights on the best approach? 

Comments

  • J_MikeJ_Mike SuperUser ✭✭✭✭✭
    edited October 2018
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited October 2018

    How much data is in the data file with the current data?

    It may be easier to bring the historical file up to date via download transactions, reminders, and/or manual transaction entry than it would be to export from the historical and import to the current.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • splashersplasher SuperUser ✭✭✭✭
    edited June 2017
    mshiggins said:

    How much data is in the data file with the current data?

    It may be easier to bring the historical file up to date via download transactions, reminders, and/or manual transaction entry than it would be to export from the historical and import to the current.

    The newer file probably has fewer accounts to move and/or copy data from also which would make it easier.

    BTW, the difficulty you are experiencing is exactly why most of us here on the forum advise users to never use the Year End Copy process or creating new files every year.
    -splasher  using Q since 1996 -  Subscription  -  Win10
    -also older versions as needed for testing
    -Questions? Check out the  Quicken Windows FAQ list

  • IsThatYourBagIsThatYourBag Member ✭✭
    edited June 2017
    There's almost 18 years of data in the historical and 2 years in the newer.
  • IsThatYourBagIsThatYourBag Member ✭✭
    edited October 2018
    Just now getting back this - Followed the instructions in the in depth guideline, only to be throated by the warning that QIF import is not available to checking, savings, credit cards and 401k/brokerage accounts. 

    So how do you combine transferring with the QIF and the Quicken Transfer Formats?

    image
  • Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    edited June 2017

    Just now getting back this - Followed the instructions in the in depth guideline, only to be throated by the warning that QIF import is not available to checking, savings, credit cards and 401k/brokerage accounts. 

    So how do you combine transferring with the QIF and the Quicken Transfer Formats?

    image

    See this FAQ:
    https://getsatisfaction.com/quickencommunity/topics/faq-how-to-import-qif-files-into-non-cash-accoun...
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
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