How can I merge two Quicken 2010 files ?

Qkn2010
Qkn2010 Member
Nothing fancy here: simple bank account registers, not linked to the banks online. I have two in a Business file and others in a Personal file. After flipping through some of the advice here, I thought I could export Business to the desktop in .qxf format and then import it to Personal and I'd be done. But I find there's no option to import in .qxf format. Now what? Can it be done?

Big thanks to anyone who rides to the rescue.
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Answers

  • Qkn2010
    Qkn2010 Member
    I want them all together in one file, incidentally, to avoid having to close and open every time I want to switch back and forth. Much smoother if I could have everything in one file.
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Because you're in an older version where this still was better supported, you might want to try using QIF as the export file format.
    Here's what I'd try:
    • Export file Business to QIF format. Watch the export option settings to get everything exported.
    • Make a copy of file Pers (call it Combined)
    • Import QIF into Combined and hope it doesn't completely mess up things. No guarantees!
    • Worst case, forget Combined and go back to using two separate files.
    Despite several requests, there just isn't a program available that can intelligently combine two separate QDF files into one combined file.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Combining two data files is one of the hardest things you attempt.  That is why all the SuperUsers recommend that you never split data files with functions like the year-end copy.

    The QXF import didn't get put into Quicken Windows until Quicken 2012.  As it turns out that was one of the best years for it working.  I believe that by Quicken 2014 there were some reported problems with categories getting messed up for "some people", but not all.  I believe that the best working version past Quicken 2012 is probably Quicken Subscription.  Now it still has the same restriction, no investment transactions, no business accounts.

    You can get a free copy of Quicken 2013 Windows from this article; it is in converting from Quicken 2004 to 2009 section:
    Convert Data From an Earlier Version of Quicken (When to Use an Intermediate Version)

    If that doesn't work for you, you can try QIF export/import.
    https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files

    The information here might also be useful if you attempt QIF export/importing.
    http://www.quicknperlwiz.com/changetransfers.html
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  • Qkn2010
    Qkn2010 Member
    UKR: Just tried your suggestion, without success. I exported Business to the desktop in QIF format. I copied Personal to a new file and tried to import the QIF but couldn't get there. Didn't see my account as a potential target for the import; said QIF import not available for checking accounts.... Tried "all accounts" and got error message saying something about Net Worth and Personalize Quicken, which I couldn't find in this version (2010).
  • UKR
    UKR SuperUser ✭✭✭✭✭
    Well, sorry. This was just a shot in the dark. Looks like you're back to square one: Two separate files living happily side by side.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Qkn2010 said:
    UKR: Just tried your suggestion, without success. I exported Business to the desktop in QIF format. I copied Personal to a new file and tried to import the QIF but couldn't get there. Didn't see my account as a potential target for the import; said QIF import not available for checking accounts.... Tried "all accounts" and got error message saying something about Net Worth and Personalize Quicken, which I couldn't find in this version (2010).
    See this article:
    FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004 — Quicken
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  • Qkn2010
    Qkn2010 Member
    UKR: > Well, sorry. This was just a shot in the dark. Looks like you're back to square one: Two separate files living happily side by side.
    Thanks for that shot in the dark, even if it didn't do the trick. Much appreciated.

    Chris: > See this article: FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004 — Quicken
    Uh...this is a bit too convoluted and, with all the following responses and commentaries, too speculative for my stomach. Thank you for the suggestion, though. I have a sneaking suspicion that this just isn't really doable with the 2010 version. Pity.
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Qkn2010 said:
    UKR: > Well, sorry. This was just a shot in the dark. Looks like you're back to square one: Two separate files living happily side by side.
    Thanks for that shot in the dark, even if it didn't do the trick. Much appreciated.

    Chris: > See this article: FAQ: How to Import QIF Files Into Non-cash Accounts, post-Q2004 — Quicken
    Uh...this is a bit too convoluted and, with all the following responses and commentaries, too speculative for my stomach. Thank you for the suggestion, though. I have a sneaking suspicion that this just isn't really doable with the 2010 version. Pity.
    It isn't as bad as it sounds.  The point is to add the account name and type in the QIF file and then it shouldn't matter what account you select to import into because what is in the QIF file will override what is selected in the GUI.
    Example:
    !Account
    NChecking
    TBank
    ^
    !Type:Bank

    You can also use my program to do this for you (ImportQIF):
    http://www.quicknperlwiz.com/

    The problems come in when you have transfers between accounts, and maybe if the categories aren't the same between the two data files.
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