Recombine Previously Split QM2007 File in Quicken for Mac

Scott Schmidt

Hi-

I've been using QM2007 for decades and have finally decided to go to the new Quicken Mac. Unfortunately, due to the transaction limits in the old QM2007, I needed to split my data file into pre-2000 and post-2000 files (using the built-in function for this purpose). Both files have the same accounts in them.

Is there any way to recombine these two files so that I again have one datafile in the new Quicken? I've tried importing one into the other before about a year ago, but when I did the transactions were not combined into the accounts with the same name, and I ended up with, for example, CHECKING and CHECKING1, each with the transactions from the respective file, instead of having the transactions combined into the original account named CHECKING.

Has anyone out there had success with this? Thanks!

smayer97

Yes, QMac subscription has the ability to recombine multiple QM2007 data files into one new data file. First start by selecting Starting with QM2007 data file when creating a new data file in QMac. Once imported and while the new data file is still open simply import the second data file into the first.

You may need to do some data clean-up, depending on how you maintained your split files but it should handle the recombination.

If you ended up with separate account registers, you can simply move all the transactions from one to the other. All you need to do is open one register, select all the transactions then click and drag them from one register to the other. Then you can delete the extra register.

jacobs

@Scott Schmidt Make backup copies of every file before you start and as you work!

Assuming you have investment transactions, it's not as simple as @smayer97 suggests. When you "separated" your pre- and post-2000 data, this applies to all your banking accounts, cash accounts, etc. -- but NOT your investment accounts. Quicken 2007 retains all your investment transactions when you save a copy after a specific date -- it needs to in order to properly calculate your gains/losses, track your lots, etc. So if you open your current (post-2000) Quicken 2007 file and open any of your Investment accounts you'll see there are transactions there from pre-2000... back to inception. So when you import the second file, you're going to have duplicate transactions. It will take some experimentation with your data to determine if it is easier to (a) import into Quicken 2019, then go back and eliminate the duplicate investment transactions, or (b) make a copy of your pre-2000 Quicken 2007 file and delete all your investment accounts, then import this file into Quicken 2019, or (c) make a copy of your pre-2000 Quicken 2007 file and delete all investment transactions which aren't linked to other accounts (such as a transfer of funds from checking to investment account or visa versa), and then import this file into Quicken 2019.

smayer97

Yes, QMac subscription has the ability to recombine multiple QM2007 data files into one new data file. First start by selecting Starting with QM2007 data file when creating a new data file in QMac. Once imported and while the new data file is still open simply import the second data file into the first.

You may need to do some data clean-up, depending on how you maintained your split files but it should handle the recombination.

If you ended up with separate account registers, you can simply move all the transactions from one to the other. All you need to do is open one register, select all the transactions then click and drag them from one register to the other. Then you can delete the extra register.

jacobs

@Scott Schmidt Make backup copies of every file before you start and as you work!

Assuming you have investment transactions, it's not as simple as @smayer97 suggests. When you "separated" your pre- and post-2000 data, this applies to all your banking accounts, cash accounts, etc. -- but NOT your investment accounts. Quicken 2007 retains all your investment transactions when you save a copy after a specific date -- it needs to in order to properly calculate your gains/losses, track your lots, etc. So if you open your current (post-2000) Quicken 2007 file and open any of your Investment accounts you'll see there are transactions there from pre-2000... back to inception. So when you import the second file, you're going to have duplicate transactions. It will take some experimentation with your data to determine if it is easier to (a) import into Quicken 2019, then go back and eliminate the duplicate investment transactions, or (b) make a copy of your pre-2000 Quicken 2007 file and delete all your investment accounts, then import this file into Quicken 2019, or (c) make a copy of your pre-2000 Quicken 2007 file and delete all investment transactions which aren't linked to other accounts (such as a transfer of funds from checking to investment account or visa versa), and then import this file into Quicken 2019.