How do I copy transactions from one file to another? (Q Mac)

d.gerety.
d.gerety. Member ✭✭
I started a new Quicken (Mac) file for 2022, and just noticed that the transactions for January and February are still in the earlier file (2021 and earlier).
I hi-lighted the Jan & Feb transactions and exported as QXF. Did it export just those transactions or the entire file? There are about 170 transactions and the export file is 1.6mb. I'm pretty sure it's just the selected transactions since the backup is small, but I hesitate to import it until I know it's not the entire file.
Many thanks, DG

Best Answer

  • d.gerety.
    d.gerety. Member ✭✭
    Answer ✓
    I agree. The only reason I created a new file for 2022 and forward is because I changed a bunch of categories last year for taxes and it seemed like a good idea at the time.
    So after hand writing the necessary tax transactions to enter into the newer file, opening and closing the old and new a couple of times, the missing transactions reappeared in the newer file.
    Obviously, I'd make a lousy accountant.
    Thanks for your help. Case closed.
    David

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭

    Why not back up your primary data file and then try importing the QXF file to see if it imported what you wanted and nothing more or less?

    Then if you find out that it imported the wrong data or too much data or not enough data you can simply restore the backup file and everything will be as it was before the QXF file import.

    (Quicken Classic Premier Subscription: R55.15 on Windows 11)

  • d.gerety.
    d.gerety. Member ✭✭
    Yeah, I thought of that, but Murphy's Law has proven its worth many times over the years. If that turns out to be the only viable resolution, I'll try it. Many thanks.
  • RickO
    RickO SuperUser, Mac Beta Beta

    I believe you have to delete everything you don't want to move in a COPY of your file, then export and import that.

    But that said, why are you creating annual files. It's not recommended. The modern QMac database can handle huge quantities of data without bogging down. Among other things, if you want to search for an older transaction, you have to open a file for every possible year. I have 20+ years in my file and it is not an issue. This is why QMac does not have the "start new year" function that QWin has.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • d.gerety.
    d.gerety. Member ✭✭
    Answer ✓
    I agree. The only reason I created a new file for 2022 and forward is because I changed a bunch of categories last year for taxes and it seemed like a good idea at the time.
    So after hand writing the necessary tax transactions to enter into the newer file, opening and closing the old and new a couple of times, the missing transactions reappeared in the newer file.
    Obviously, I'd make a lousy accountant.
    Thanks for your help. Case closed.
    David
This discussion has been closed.