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Export Investment Account

PPFXK

How do I export an investment account's transactions?

I currently have two Quicken files (Quicken for Mac Deluxe 2020 subscription v15.16.1).
One Quicken file has the majority of my financial data, while the other has several investment accounts. I would like to export the investment account, then import the investment accounts into my primary Quicken file to consolidate the tow files into a single Quicken file.

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Accepted answers

J_Mike

First - make backups of your data files - just in case.

Open the investment accounts file.
From the menu bar - File > Export > Quicken Windows Transfer File (QXF).
Note - ignore the reference to "Windows".
Open the other QMac file.
From the menu bar - File > Import > Quicken Windows File (QDF, QXF).

Check the results closely - fir any clean up work.

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J_Mike

Kevin9090

I have a similar question, but I would like to move an investment account from Quicken Mac to Quicken Windows (subscription).

I exported the Quicken Mac investment file to a QXF file, but when I import the QXF file the investment account is created, but there's no transactions.

Is it possible to move an investment account from Mac to Windows?

J_Mike

Kevin9090 said:
Is it possible to move an investment account from Mac to Windows?

Unfortunately, no. The QXF export/import from QMac to QWin does not work for investment accounts. It does work for non-investment accounts.

The process does work in the other direction - QWin to QMac.