(Canadian
user since '92, STILL using QM2007)importing transactions from a previous file - same Quicken Version
Paige
Member ✭✭
How do I import older transactions (from a previous Quicken file, but same version). I am using Quicken 2017 Mac. I have 4 months of transaction in a previous Quicken File that I want to import into my current file. This is NOT from a previous version of Quicken, but the same current version. Can I somehow just copy paste those transactions?
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Comments
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You are not going to be able to copy and paste transactions from one file to another.
You could resort to a complicated workaround, but I believe it would be easier/faster to simply reenter the four months of data.0 -
Meanwhile, you may want to add your VOTE to Add Ability to Select Content of QXF File for Export.
First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers.
Eventually, this will be added to the List of Requests for Data and File Management Features. You may want to follow that list to add your VOTE to related IDEAS that are eventually added. Click on the underlined link, then click Follow.
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(Canadian user since '92, STILL using QM2007)0 -
One such technique is to create a copy of the data file and delete all transactions other than the 4 months you are interested in. Then export that data using QXF and re-import into the data file of interest.John in NC said:You are not going to be able to copy and paste transactions from one file to another.
You could resort to a complicated workaround, but I believe it would be easier/faster to simply reenter the four months of data.
(QXF exporting and importing is currently an all or nothing feature).
If you try this, be sure to make backups before you start in case you do not achieve the desired results. YMMV
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
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(Canadian user since '92, STILL using QM2007)0 -
This did work - thank you. I did finally get thru on phone support and they walked me thru this procedure. It is reassuring to get the same answer from two sources though. I also added my vote as you suggested below. Thanks again.John in NC said:You are not going to be able to copy and paste transactions from one file to another.
You could resort to a complicated workaround, but I believe it would be easier/faster to simply reenter the four months of data.0 -
Glad it worked out for you. :-)John in NC said:You are not going to be able to copy and paste transactions from one file to another.
You could resort to a complicated workaround, but I believe it would be easier/faster to simply reenter the four months of data.Have Questions? Help Guide for Quicken for Mac
FAQs: Quicken Mac • Quicken Windows • Quicken Mobile
Add your VOTE to Quicken for Mac Product Ideas
Object to Quicken's business model, using up 25% of your screen? Add your vote here:Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian user since '92, STILL using QM2007)0
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