Importing spouse accounts into existing separate quicken account?

malmo

My husband passed away earlier this year. He and I had separate accounts and we each had quicken installed on separate computers. I would like to be able to deactivate his computer (it's Windows 7) and import /merge his quicken accounts onto my computer. The accounts are all long closed so it would just be for historical purposes. I can't seem to find any documentation on this - I found one post which some users remarked was obsolete as of 2004! :

https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files

Rocket J Squirrel

Sorry for your loss.

Merging QWin files remains difficult, if not impossible. Export/import via both QIF and QXF remain broken. You might get lucky with QIF if your husband's data is extremely simple, as in no investment accounts, few total accounts, and few transfers between accounts.

My best advice would be simply to copy your husband's Quicken data file onto your computer and open it separately when you need to see historical data.

splasher

If you follow Rocket's good advice, be sure that the two files (yours and the late husband's) have different names.  They can be kept in the same folder and you can switch between the two files using the recent file list at the bottom of the File menu.

malmo

I should clarify - HIS accounts are closed as of earlier this year. My accounts are all open and active.

Rocket J Squirrel

Sorry for your loss.

Merging QWin files remains difficult, if not impossible. Export/import via both QIF and QXF remain broken. You might get lucky with QIF if your husband's data is extremely simple, as in no investment accounts, few total accounts, and few transfers between accounts.

My best advice would be simply to copy your husband's Quicken data file onto your computer and open it separately when you need to see historical data.

splasher

If you follow Rocket's good advice, be sure that the two files (yours and the late husband's) have different names.  They can be kept in the same folder and you can switch between the two files using the recent file list at the bottom of the File menu.

malmo

Thank you both so much. I was hoping I'd at least be able to do something like that. I have a third windows computer available that does not yet have quicken installed on it. I planned to "play" with that one so that the data on my computer and his remained intact and uncorrupted.

malmo

I just wanted to post my resolution here in case others have the same issue. I was able to install quicken on a third "fresh" computer and import my husband's data file - making sure the backup file was named differently from mine. Quicken does give a rather ominous message that it will replace my cloud data with the data I wanted to restore. I tried disconnecting the computer from the internet to make sure that did not happen, but then Quicken would not let me restore the data. I knew I had secure backups of my latest data both on my original computer's C drive plus a thumb drive, so I held my breath, reconnected new computer to internet, and proceeded with restore. I was able to view my husband's data. Then I tried opening a thumb drive backup of my accounts and was successful. I did not sync anything to cloud on exit.

My needs may be more limited than most; I will never need to update any of my
husband's account data. I just wanted to make sure I did not lose access to my husband's historical quicken transactions as his computer was still Windows 7 which will no longer be supported after 1/13/20.

Thanks again for the quick and helpful responses!