Exporting a single account to a new file

Unknown

I want to export a single account from a Q15 Mac file and create a new Q file.
Can this be done and if so, how?

John_in_NC

There is no automated way to do this. About the only way would be to make a copy of your data file (give it a very unique name so you don't confuse yourself) and delete all the accounts that you don't want copied. (Hopefully the account you wish to move has no transfers as they will be orphaned.) Then, export that file to QXF and import it into your file you want the account in.

Make backups before you start!

smayer97

John in NC said:

There is no automated way to do this. About the only way would be to make a copy of your data file (give it a very unique name so you don't confuse yourself) and delete all the accounts that you don't want copied. (Hopefully the account you wish to move has no transfers as they will be orphaned.) Then, export that file to QXF and import it into your file you want the account in.

Make backups before you start!

Meanwhile, you can 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 by seeking to have the features you need or desire end up in the latest version.

This idea will eventually be added to the List of Requests for Data and File Management Features. Click on the underlined link, then click FOLLOW at the top of the page so you can be notified of any new related IDEAS to which you could add your vote when they are added. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

Unknown

John in NC said:

There is no automated way to do this. About the only way would be to make a copy of your data file (give it a very unique name so you don't confuse yourself) and delete all the accounts that you don't want copied. (Hopefully the account you wish to move has no transfers as they will be orphaned.) Then, export that file to QXF and import it into your file you want the account in.

Make backups before you start!

Thanks: I became the 28th vote for the feature. Just wondering: do Windows owners already have these "advanced" features?

smayer97

John in NC said:

There is no automated way to do this. About the only way would be to make a copy of your data file (give it a very unique name so you don't confuse yourself) and delete all the accounts that you don't want copied. (Hopefully the account you wish to move has no transfers as they will be orphaned.) Then, export that file to QXF and import it into your file you want the account in.

Make backups before you start!

Yes, sort of...QWin still uses the QIF file format also but that has been removed from Quicken for Mac for the use of exporting and importing...At first it appeared that the QIF format was being deprecated but the latest version of QWin has added an enhancement, after years of not having any changes.

Regardless, there still is a need for an export/import format to be user selective in the criteria. We'll have to see if/how Quicken decides of the format of choice moving forward.

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)