Two questions: Duplicate files & how to move transactions

Perry Smith

Two questions …. I hope that is ok. For context, I have a Personal Quicken file and a newly created Business Quicken File

1. I have two copies of the Personal file. The one that I knew about and used (use) is in /Documents. The data file is currently 67M and was last modified yesterday. The one I didn't know about is in Library/Application Support/Quicken/Documents, is 1.8M, and was created and last modified on the 16th of March. I would like to delete the one in Library/Application Support/Quicken/Documents because I'm afraid it is going to get selected by mistake at some point and confuse me. But I'm also very curious if anyone has any ideas of how it got created. I was doing all kinds of weird stuff that day like making copies of the data file but never in that particular directory. I'm also wondering the pros and cons with having the Quicken file in ~/Documents.
2. I strongly suspect the answer to this question is "No" but … I want to export my Fidelity transactions for one account out of my Personal Quicken file and import them into my Business Quicken file. Is there any practical way to do this?

Jon

• The /Library/Application Support/Quicken/Documents folder is the default location where Quicken will create new data files if you don't tell it to put them somewhere else. So if you were creating new documents it's likely at some point that one would get created there. If you don't need it you can delete it.

As for putting your data file in the Documents folder, the only possible downside to that is if you have the Documents folder set to sync to iCloud. You don't want to keep your data file in a location that's syncing to iCloud, it can cause the file to get corrupted. If you're not sure whether this syncing is enabled, go to System Settings, click on your Apple Account at the top of the sidebar on the left, then click on the Drive pane. If the "Desktop and Documents Folders" option is enabled then the Documents folder is being synced to iCloud and you will want to put your Quicken data file somewhere else.

As for exporting your Fidelity account & importing to your Business file, probably not. There's no way I know of to export & import an investing account; the only option for doing this is via a CSV file and that only supports cash transactions. If the account in question is a CMA that only ever held money in the core position & never had any investing transactions then you could make this work, but it would take a fair amount of manual labor on your part since the CSV file exported from Quicken cannot be directly imported again, it has to be reformatted.