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Quicken Classic for Windows
File Conversion and Backup (Windows)
Can I update a single account in my investment file in Quicken
tjones2033
I am running Quicken for Windows with Windows 10 on a Dell Inspiron 3780 computer. I am using a recently renewed subscription version of Quicken. I have used Quicken for many years and thus have a large data file. My current file was named TWJONES123018 until a few months ago when I apparently updated Quicken to version 43.26. The file then became TWJONES123018-R-43.26. I don't know or remember why a new file was opened. So I've been using this latter file since then. Today I noticed that some current data was missing from the file for a single account, an annuity account. The old file TWJONES123018 contains all of the updates. Is there some way to update the one account from one file to the other?
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Accepted answers
Mark1104
1) open up the original file and then do file > export > *.qif and identify the one account you want to export. (actually make a copy of the file before you begin and use the copy to complete these steps - I can't remember if the export removes the transactions from the source file or simply makes a copy)
2) then open up the new file. file >import ? *qif to import the transactions into the new file.
alternatively, just launch the file from a few months ago and download all the transactions that occured over the past few months - depends on how active you are on Quicken whether this approach is worth it.
tjones2033
I could notget the file export to work, but I fixed my filr by manually adding the needed twelve transactions.
All comments
Mark1104
1) open up the original file and then do file > export > *.qif and identify the one account you want to export. (actually make a copy of the file before you begin and use the copy to complete these steps - I can't remember if the export removes the transactions from the source file or simply makes a copy)
2) then open up the new file. file >import ? *qif to import the transactions into the new file.
alternatively, just launch the file from a few months ago and download all the transactions that occured over the past few months - depends on how active you are on Quicken whether this approach is worth it.
tjones2033
I could notget the file export to work, but I fixed my filr by manually adding the needed twelve transactions.
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