Question 1: In below STEP...I am unable to select my 401K Account (newly created from previous step) due to Quicken 2009 limitation on QIF IMPPORT on 401K Accounts......Any suggestions?I also tried by created a dummy cash account and tried to import.......but when I click on NEXT button nothing happens.========================================================14) Now it's time to import and accept each account separately. This is very important to follow. The account values will not be correct until the last account is imported so don't worry just yet. a. Select File > Import > Qif and select the file to import. Be sure to select its new corresponding account to import to. =======================================================Question 2:10.iv: Can you please given an exmple line/s we need to delete with sample data? Question 3:10.ii: Get rid of lines that look like this: "!Type:Prices"....I DON'T FIND ANY IN MY 401K ACCOUNT DOWNLOADED FILE FROM 2009 VERSION? ANY REASONS?
"Question 1: In below STEP...."Please post these questions in a separate discussion - and in only one discussion.
Thanks NowayJose....but my question is related to this discussion, I though to add it here.It seems there IS NOT SOLUTION IN QUICKEN TO MERGE 2 FILES WITH QUICKEN>?do you know how to escalate this matter to quicken management team? I amm relaly disapointed .....spent lot of time just to mkove one account from one file to other and NO solution?
I agree this is a problem. In the old days, could export and then import via a QIF file. However when Quicken end that offer, I have not found any way to solve this. Marriages, consolidations of businesses and many other reasons would make you want to merge 2 Quicken Data Files together. PLEASE HELP..
Hello all! I was just reading through the instructions, because I need to Merge my wife and my Quicken accounts. I got down to 14a, wher eit says to File > Import > Qif, and then start importing accounts. But, when I got to this screen, it says that imports to 401k, checking, etc are not available - as of Quicken 2004. However, it looks like these instructions were written much more recently.Can anyone let me know how there were able to import Checking, etc accounts in newer versions of Quicken? Any help would be appreciated. Thanks!CoolSwoosh
This is very thorough and useful information. Thank you! Question: Will it work for Business files? That is, I have one file (HOME) that has checking, savings, mortgage, securities accounts, etc. but NO business/invoice accounts. I have another file (BUSINESS) that has checking, savings, security and two business/invoice accounts. Are there special instructions for getting the business/invoice accounts from the BUSINESS file merged into the HOME file? Or do I treat the invoice accounts just like a checking or savings account in the merge instructions?Thanks,copperberryQuicken Home & Business 2010
This is a duplicate comment I posted in a different thread (https://qlc.intuit.com/post/show_full/aR7D987war4jBgacfAralO/em-quicken-em-em-2012-em-my-humble-opinion?p=2&ppid=85930622&q=quicken+2012+budget&s=0)I want to thank both Chris54322 and NoWayJose and many others for their helpful posts about merging separate files into one for the purposes of marriage or whatever comes one's way.I apologize in advance if this comment should be in a different thread. I will post in the following threads as well:https://qlc.intuit.com/post/show_full/cUup8wwGer3R4sacfArImM?cid=soc_tw_f_soc_lcanswr_shr__link&priorityCode=4657900000&rmode=Twitterhttps://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8I use Quicken 2011 on Windows XP and am currently smack in the middle of merging two files into one master file. It is cumbersome, lengthy, and requires solitude and quietude. The problem I am having is that most of the transfers between accounts (checking, savings, cash on hand, etc.) and splits (payroll) did not move over cleanly. I am having to go transaction by transaction to find duplicates and errors. The historical data is very important to me, especially the categories. It's still a mess, but worth the effort.Am I led to believe that if I upgrade to Quicken 2012 I can transfer my Quicken 2011 file directly into my new master file that contains my girlfriends data with the QXF feature you mentioned? Is it like adding sugar to coffee? Or should I just continue to plug along and get my ducks in a row and comfortable with my manual merger and then upgrade?Now I know why people that work in Mergers and Acquisitions make so much money.Thank you, Matt
There has got to be an easier way than this? Does Quicken 2012 add this capability?
Quicken 2012 adds part of the solution, but not all.Quicken can export a QXF file, this format was created to export to Quicken Essentials for Mac, which can import and export it. Up until the Windows versions of Quicken could only export this format. With Quicken 2012, it can import it, and it can import it into and existing Quicken data file. The QXF format exports the whole data file not just one part of it.Now Quicken Essentials for the Mac doesn't have investment accounts or business accounts.So they didn't make the format export these, so you can not import them (or it might be on the import side, it doesn't matter you can't export/import them.)If you want to do only regular accounts you can use this to merge data files. Or maybe get part of the way there.Please note some of the some quirks mentioned above apply to the QXF format, like being careful about categories and accounts and such. If I remember correctly if there is a duplicate account it will import into another account with the name changed. For categories it will not transfer them just flag them as having problems in the log. So for them you have to go back and rename in the original and do the import again.And note that a category can be considered "different" for nothing more then at one point one of the data files had a description of the category and the other didn't, even if you change them to have the same description now. The rule is look in the log if it says it has problems rename it in the original and re-import (into a fresh copy of the second data file). And then use Quicken category merging to fix it up.
The "Merging Quicken Files" post, for the most part, contains guidelines ... not requirements. I believe that those intending to merge Quicken files will still be well served reading those guidelines presented by Quicken Kathryn; even though there may be newer, better, means of merging Quicken files that were not available when the post was originally made. While those guidelines were (obviously) created for using QIF file export/import to make the merge, that does not make them all inapplicable to merges done by other means. It should be easy enough to determine which items pertain only to QIF files. While some users may find no need to make any changes prior to merging, I believe others may benefit by cleaning up one, or both, of the files before merging.There is little to be lost by reading the guidelines to determine whether any apply.
The objective to my question was to find an easy way to transfer previously categorized checking and credit card transactions that I had entered in a file that I later found contained corrupted Investment Account data. After I see the complexity of what is involved in merging two Quicken files, I think life woud be easier if I opened the file that contains my categorized transactions and enter each transaction manually into my backup file. That way I can enter transfers and splits without worry. I truly appreciate the effort of all who have responded in offering solutions to such problems.