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Moving bank account from Parent to Child under same subscription

HDK

My elderly parent has his accounts on his computer but he and I share a Quicken subscription. He has very recently passed away and I need to move his accounts to my computer within my established Quicken where my husband and my accounts are set up. How do I do this?

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Comments

splasher

All you have to do is copy his Quicken data file(s) (.QDF) to your computer, just make sure that they have different filenames than your data files. You can rename them in Windows Explorer and then open them using Open Quicken file (File menu).

Ps56k2

just to clarify, Quicken stores your data in a disk file called QDF. And you can create, open, and use multiple different QDF files much like MSword and Doc files.
So you can keep your existing QDF file and merely copy over the parents QDF file - but as mentioned, make sure they have different names so you have TWO different QDF files.

NotACPA

@HDK, OR do you want to merge the 2 files? That's a bit convoluted, but I did it when I got re-married in 2016.

volvogirl

If you want to add his accounts into your data file it shouldn't be too hard. I would just add the accounts and enter the beginning balance as his ending balance or as of the end of last month or whenever you want to start tracking it. Or do you need to keep them separate for his estate?