How to you transfer accounts from one Quicken file to another?

TXShooter
TXShooter Member ✭✭✭
in Budgeting and Planning Tools (Windows)
I thought this would be simple, and maybe it is, but I'm just not getting it.

How do I export my Mortgage account from one QDF to be imported into another QDF?

I tried the QIF approach, and it wanted an account to dump the importing data into... which didn't exist yet.

I tried the QXF Transfer... well, now I have plenty of transactions alllll over the place that don't belong (thankfully I'm working with a copied file so that I can make big mistakes like this).

So, what do I need to do on this?

Best Answer

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Try QIF again. Simply create the new, empty account in the destination file and import the QIF into it.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Answers

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Try QIF again. Simply create the new, empty account in the destination file and import the QIF into it.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

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