Importing QFX files into separate accounts

elfrock

I have imported one QFX file successfully. i then want to import a second QFX file and have it appear as a different account, but the data is merged into the previous import. Whereas I want to keep the two sets of data separate.
I tried creating new accounts and selecting them before the import, but it still merges into previous import.
I know I found a work around for this in the past, but can't remember it now.
Any suggestions welcome
Quicken 2017 for Mac

RickO

One option is to put a tag on the existing transaction before import. Then do the import. Sort by tag so you can identify the newly imported ones from the existing ones. Then drag and drop all the newly imported ones to the other account in the sidebar.

smayer97

Ok. I get it. You mean tag all the existing ones before importing the new ones, as in ones already in the register, not existing ones in the import data set. Somehow I read that differently. Thx for clarifying.

RickO

One option is to put a tag on the existing transaction before import. Then do the import. Sort by tag so you can identify the newly imported ones from the existing ones. Then drag and drop all the newly imported ones to the other account in the sidebar.

smayer97

RickO said:

One option is to put a tag on the existing transaction before import. ...

how do you do that?

smayer97

@elfrock why would you be trying to import transactions from the same account into 2 separate account registers? I'm sure you know that makes reconciliation more difficult. Just curious.

RickO

smayer97 said:

RickO said:

One option is to put a tag on the existing transaction before import. ...

how do you do that?

Select them and use menu File > Get Info to batch edit. Or use another method to be able to identify them such as making sure they are all marked as reviewed, the dates don't overlap, etc.

smayer97

RickO said:

smayer97 said:

RickO said:

One option is to put a tag on the existing transaction before import. ...

how do you do that?

Select them and use menu File > Get Info to batch edit. Or use another method to be able to identify them such as making sure they are all marked as reviewed, the dates don't overlap, etc.

Sorry but maybe I misunderstood your original suggestion... your original reply was "to put a tag... before import"... Batch editing would be after import.

RickO

My thought was to tag everything before import. The imported transactions would not have the tag thus be easily identified.

smayer97

Ok. I get it. You mean tag all the existing ones before importing the new ones, as in ones already in the register, not existing ones in the import data set. Somehow I read that differently. Thx for clarifying.

elfrock

Thanks for the tag suggestion. That works.

elfrock

@smayer97 I wasn't trying to import from the same account. But from two different institutions into one account. Sorry for not being clear.