accounts export

DSPatrick

Quicken classic on windows. I am going to create a new file for the new year and would like to export only the accounts if possible for import into the new file.

NotACPA

What would you want to leave in the existing file and not transfer. And why not just copy the file and EDIT to your hearts content from there.

Also, you should know that once you split a file like this, it's almost impossible to "put Humpty together again". Also, from a performance perspective, getting a smaller file (is that your purpose?) actually does little to improve performance.

SO, what are you trying to accomplish by starting a new file?

volvogirl

What do you mean only the accounts? Not the transactions in them?

You can do a year-end copy but most of us here don't recommend it. It's better to leave all your data and history together in one file and it should not affect performance. Sometime in the future we guarantee you will want to see something and you won't be able to merge them back together. You can run reports for any time period. Just copy your whole file for a backup (which you should be doing regularly anyway) and continue on in your current file. Too many times people ask for help on how to re-merge their data, which can't be done. Also any uncleared checks will then show up in both files. So just continue on. And if you upgrade to a newer version in the future you will have to remember to convert all your old files too.

Or you can do a File - File Operations - File Copy with dates in the future it will do a better job than year-end-copy. The YEC has to try to work around reconciled vs unreconciled transactions and the Copy doesn't.

Unreconciled transactions and investments transactions won't be cleared out. Most of the users here recommend you just hide the accounts. Just make frequent backups.

DSPatrick

"What do you mean only the accounts? Not the transactions in them?"

Yes, that's correct. The file is corrupt in that memorized transactions are all jacked up. This is why I was going to start a new file unless someone knows how to fix that.

NotACPA

Have you tried Validating the file? SuperValidating?

And, why not just create the accounts within the new file, rather than messing with Export and Import? The connectivity won't transfer from the existing file anyway.

DSPatrick

"Have you tried Validating the file? SuperValidating?"

yupster