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US accounts did not come over?

Patricia Ehrman

I imported from Banktivity6 into a Quicken and noticed that banking and investment accounts that are in Canadain funds imported, only needed to adjust banking to investment transfers. None of the investments or savings account held in U.S. dollars came over. What went wrong?

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Accepted answers

J_Mike

Patricia Ehrman said:

a little history. I imported from Banktivity (QIF file). After looking at the account we noticed that US accounts were not in the same QIF file, but in a separate QIF file. Is it possible to import 2 QIF files into one account in Quicken?

You can not import a second QIF file into an existing QMac file.

However, there may be a way around your situation.

Create another new QMac file and import the second QIF file from Banktivity.
Give the new file a unique name.
You will now have two QMac files - one for each of the two QIF files.

Next step is to merge the two QMac files.
In QMac, export one of the files to QXF format.
Next, import this QXF file into the second QMac file.

See if this will work for you.

All comments

Quicken_Tyka

Hello @Patricia Ehrman

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

May I ask that you open Quicken and navigate to "All Transactions" on the left-hand side of Quicken?

Once here, please review the register, do you see any of the transactions listed here for the US accounts?

Image: https://us.v-cdn.net/6031128/uploads/editor/0i/ky1e1il0qpgh.png

If not, can you please select the update arrow shown above? After doing so, do you see the accounts populate?

Please let me know!

-Quicken Tyka

Patricia Ehrman

a little history. I imported from Banktivity (QIF file). After looking at the account we noticed that US accounts were not in the same QIF file, but in a separate QIF file. Is it possible to import 2 QIF files into one account in Quicken?

J_Mike

Patricia Ehrman said:

a little history. I imported from Banktivity (QIF file). After looking at the account we noticed that US accounts were not in the same QIF file, but in a separate QIF file. Is it possible to import 2 QIF files into one account in Quicken?

Patricia Ehrman

Thank you it worked just have to fix some transactions that did not come over correctly.