Split Transaction Transfers Don't Migrate to Quicken Mac from Windows

Zoolook

I think this is a bug. I have a large number of transactions from a USD account to a GBP account over about 10 years, and when importing my Windows file to my Mac Quicken, I notice that about 50% of them don't import.

It took me a while to figure out why, but I now see they only fail to import when the sending transaction was split, so for example $2000 transfer + $5 fee on the sending side. The receiving account should have £1200.

In Windows these transactions look fine, but when importing to the Mac, the receiving account has no transaction, although the sending account DOES have both the split and transfer, it just doesn't actually specify the account.

If these were transactions of the same currency, I'd just edit the transfer to specific the account, but because they're across currencies, I need to hand edit every transaction, and there are more than 100.

Any ideas how to systemically correct this?

Quicken_Tyka

Hello Zoolook,

Thank you for taking the time to visit the Community and post your issue, although I apologize that you haven't received a response.

At this time Quicken for Mac doesn't offer true multi-currency support so the conversion process from Windows to Mac may require a bit of clean up. 

You may consider adding your vote to the ongoing Idea thread to add true multi-currency.

 Add true multi-currency conversion support

You may be able to edit transactions "en masse" by highlighting several transactions and editing the category to include transfer.

I would start by searching for a payee/category to isolate the transactions that you would like to edit.

I would then select Command + A to highlight the entire register.

I would then navigate to the "Edit" option along the bottom of the register and type "Transfer" under the category to select the appropriate account.




The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

Hope this helps!

-Quicken Tyka

smayer97

Quicken_Tyka said:

...
The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

....

The problem is that conversion rates are not carried over at this time.

Quicken_Tyka said:

...

The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

You can add your VOTE to Improve Batch Editing to include changing Split transactions.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will 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 (it may take a moment for your vote to register).

I also recommend you look at the following list to identify any features needed that you see missing in Quicken for Mac. You may want to add your vote to requests found on the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac.
This is a special list that draws attention to requests specifically related to this topic. Click the underlined link to visit that page to see the selection and add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.

Your VOTES matter!

Quicken_Tyka

Hello Zoolook,

Thank you for taking the time to visit the Community and post your issue, although I apologize that you haven't received a response.

At this time Quicken for Mac doesn't offer true multi-currency support so the conversion process from Windows to Mac may require a bit of clean up. 

You may consider adding your vote to the ongoing Idea thread to add true multi-currency.

 Add true multi-currency conversion support

You may be able to edit transactions "en masse" by highlighting several transactions and editing the category to include transfer.

I would start by searching for a payee/category to isolate the transactions that you would like to edit.

I would then select Command + A to highlight the entire register.

I would then navigate to the "Edit" option along the bottom of the register and type "Transfer" under the category to select the appropriate account.




The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

Hope this helps!

-Quicken Tyka

smayer97

Quicken_Tyka said:

...
The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

....

The problem is that conversion rates are not carried over at this time.

Quicken_Tyka said:

...

The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.

You can add your VOTE to Improve Batch Editing to include changing Split transactions.

First, click on the underlined link above to go there, then click the little grey triangle under the VOTE count at the top of page 1 in the blue banner, so your vote will 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 (it may take a moment for your vote to register).

I also recommend you look at the following list to identify any features needed that you see missing in Quicken for Mac. You may want to add your vote to requests found on the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac.
This is a special list that draws attention to requests specifically related to this topic. Click the underlined link to visit that page to see the selection and add your VOTE to promote that list, to encourage others to vote. Then click on the links there to vote on the specific requests.

Your VOTES matter!

Zoolook

> @Quicken_Tyka said:
> Hello Zoolook,
>
> Thank you for taking the time to visit the Community and post your issue, although I apologize that you haven't received a response.
>
> At this time Quicken for Mac doesn't offer true multi-currency support so the conversion process from Windows to Mac may require a bit of clean up. 
>
> You may consider adding your vote to the ongoing Idea thread to add true multi-currency.
>
>  Add true multi-currency conversion support
>
> You may be able to edit transactions "en masse" by highlighting several transactions and editing the category to include transfer.
>
> I would start by searching for a payee/category to isolate the transactions that you would like to edit.
>
> I would then select Command + A to highlight the entire register.
>
> I would then navigate to the "Edit" option along the bottom of the register and type "Transfer" under the category to select the appropriate account.
>
>
> (Image)
>
>
> The only caveat being, split transactions can only be edited individually and the process can not be applied to split transactions.
>
> Hope this helps!
>
> -Quicken Tyka

It doesn't help because all of the transactions are different amounts, so I edited them all by hand. (88 transactions).

@smayer97 I've been adding my votes, pretty much since Heathrow back in 2010.