Importing QFX files into separate accounts
I tried creating new accounts and selecting them before the import, but it still merges into previous import.
I know I found a work around for this in the past, but can't remember it now.
Any suggestions welcome
Quicken 2017 for Mac
Best Answer
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Ok. I get it. You mean tag all the existing ones before importing the new ones, as in ones already in the register, not existing ones in the import data set. Somehow I read that differently. Thx for clarifying.
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(Canadian user since '92, STILL using QM2007)
6
Answers
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how do you do that?RickO said:One option is to put a tag on the existing transaction before import. ...
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(Canadian user since '92, STILL using QM2007)
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@elfrock why would you be trying to import transactions from the same account into 2 separate account registers? I'm sure you know that makes reconciliation more difficult. Just curious.
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(Canadian user since '92, STILL using QM2007)
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RickO said:Select them and use menu File > Get Info to batch edit. Or use another method to be able to identify them such as making sure they are all marked as reviewed, the dates don't overlap, etc.
Sorry but maybe I misunderstood your original suggestion... your original reply was "to put a tag... before import"... Batch editing would be after import.
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(Canadian user since '92, STILL using QM2007)
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Ok. I get it. You mean tag all the existing ones before importing the new ones, as in ones already in the register, not existing ones in the import data set. Somehow I read that differently. Thx for clarifying.
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(Canadian user since '92, STILL using QM2007)
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Thanks for the tag suggestion. That works.0
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@smayer97 I wasn't trying to import from the same account. But from two different institutions into one account. Sorry for not being clear.0
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