Problem importing accounts

ljonas

Hello! I am running really late on things this year. I started a new file for 2023. I have successfully imported my bank account, credit card and mortgage information.

Now I am trying to import from a QIF file exported from my 2022 file into my 2023 file. I have four different accounts, an IRA, a 401K, a profit sharing and a regular investment account.

When I go to import them I choose one account (starting with the IRA). My problem is instead of importing just the information for the IRA account, it is importing all of my securities from the four different accounts into the IRA account.

I'm not sure what to do so I do not have to re-enter manually all the information because there is years worth in some of the accounts. Am I doing something wrong or is there an issue doing investment imports?

Ps56k2

guessing you used the Export —> QIF —> and selected ALL ACCOUNTS vs exporting each individual account -

bmciance

If I may ask, why do you start a new file each year? My Quicken file goes back to the 90's. Seems like you are just creating more work for yourself.

Ps56k2

BUT WHY ? I started a new file for 2023.

unless you are just starting for some reason, most folks just have ONE Quicken QDF data file that contains ALL their past financial history, all in one place to better be able to see everything…

Now I am trying to import from a QIF file exported from my 2022 file into my 2023 file.

ljonas

The why is not the point. The point is I did. I just would like help to pull over the investments without them all pulling into the same account.

Ps56k2

guessing you used the Export —> QIF —> and selected ALL ACCOUNTS vs exporting each individual account -

mshiggins

This is why:

Is there an old file "reader" utility? Which files do I look at?

EmKay

Sep 22, 2023

I've been a Quicken user since the 1990's. In the beginning, I think I foolishly thought that I should start a new file every year. When I stopped doing that and just kept all data in the current file, I eventually had some performance issues that made me stop using the current file (thinking of it as a "look up" archive) and start a new file.

Going back to the 90's - what were the file extensions used for the files necessary to OPEN a Quicken data file? (I seem to remember that we used to have to have the data and an index file, perhaps?) I don't suppose there's any kind of read-only "previewer" utility for old Quicken files, is there? I just need to get an idea of the dates included in each file, once I determine which files are needed, and go back and document which files contains which data - then convert them all (and maybe IMPORT the data, if possible, so it's ALL in one file).

I ask because there HAVE been a number of times when I've wondered where I bought something, or when I bought something, or how much I paid for something, that could have been from a very long time ago. I'd like this information at my fingertips, if I could. And, since getting a full transaction report exported to a PDF has proven impossible for me, for a number of years (because of report preview/formatting issues due to screen resolution issues), I do NOT have any year-end reporting that would make this easy.

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volvogirl

Could you just go back to your old file and bring that one up to date and forget about the new 2023 file? Download your transactions into that.

ljonas

Thank you @Ps56k2. That was exactly the problem. I have some minor differences but that could be because I have not yet downloaded the share prices.