Merge 2 quicken files together??


P

Pigments

I stated using QH&B2008 around July of 07.
I didn't enter any info before that date.

Now I want to create a new file, input all the data from July 07 back to
Jan07 at least, maybe further. And then merge the back data with my current
file that is up to date.
The goal is to reduce the amount of figuring out the deposits back and forth
between accounts during the year and keep my current file correct and up to
date.

Is this a good idea and can it be done??
Thanks

Robert
 
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G

GSalisbury

Pigments said:
I stated using QH&B2008 around July of 07.
I didn't enter any info before that date.

Now I want to create a new file, input all the data from July 07 back to
Jan07 at least, maybe further. And then merge the back data with my
current file that is up to date.
The goal is to reduce the amount of figuring out the deposits back and
forth between accounts during the year and keep my current file correct
and up to date.

Is this a good idea and can it be done??
Thanks

Robert
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc. item
for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the road.
That way as you put it in it's always there.

FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q "for real" and then gradually entered and reconciled prior
statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an offset
line) and sometimes just selected lines (and an offset line).

I guess you could also put it into a parallel "closed" account that was kept
at zero.
Similar affect.

Geo. Salisbury
Long Valley, NJ
 
P

Pigments

GSalisbury said:
Pigments said:
I stated using QH&B2008 around July of 07.
I didn't enter any info before that date.

Now I want to create a new file, input all the data from July 07 back to
Jan07 at least, maybe further. And then merge the back data with my
current file that is up to date.
The goal is to reduce the amount of figuring out the deposits back and
forth between accounts during the year and keep my current file correct
and up to date.

Is this a good idea and can it be done??
Thanks

Robert
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc.
item for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the
road.
That way as you put it in it's always there.

FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q "for real" and then gradually entered and reconciled
prior statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an
offset line) and sometimes just selected lines (and an offset line).

I guess you could also put it into a parallel "closed" account that was
kept at zero.
Similar affect.

Geo. Salisbury
Long Valley, NJ
Geo
Thanks for the input.
I could do that, but I'm concerned I'll spend hours after importing old
months and then adding entries to correct the balance of each account. It's
similar to the problem I had when first setting it up. I'd import a new
account that had transfers to an account already balanced, i.e. balance a
checking account, then import a savings account. I spent hours linking the
transfers between the two accounts so that both would balance.

Consider my question this way.
Let's say for example I used Q and then I got married to someone(also a Q
user).
Now were married and we want to combine the two seperate files into one
file. Not exactly the same, but also

Thanks
Robert
 
T

treasur2

"GSalisbury" <salsburyg at comcast dot net> wrote in message



I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc.
item for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the
road.
That way as you put it in it's always there.
FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q "for real" and then gradually entered and reconciled
prior statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an
offset line) and sometimes just selected lines (and an offset line).
I guess you could also put it into a parallel "closed" account that was
kept at zero.
Similar affect.
Geo. Salisbury
Long Valley, NJ
Geo
Thanks for the input.
I could do that, but I'm concerned I'll spend hours after importing old
months and then adding entries to correct the balance of each account.  It's
similar to the problem I had when first setting it up.  I'd import a new
account that had transfers to an account already balanced, i.e. balance a
checking account, then import a savings account.  I spent hours linking the
transfers between the two accounts so that both would balance.

Consider my question this way.
Let's say for example I used Q and then I got married to someone(also a Q
user).
Now were married and we want to combine the two seperate files into one
file.  Not exactly the same, but also

Thanks
Robert- Hide quoted text -

- Show quoted text -
Import "her" accounts, not her entire file. Since "she" has not did
any transfers to any of "your" accounts. Is there any risk?
 
J

John E. Golden

Pigments said:
GSalisbury said:
Pigments said:
I stated using QH&B2008 around July of 07.
I didn't enter any info before that date.

Now I want to create a new file, input all the data from July 07 back to
Jan07 at least, maybe further. And then merge the back data with my
current file that is up to date.
The goal is to reduce the amount of figuring out the deposits back and
forth between accounts during the year and keep my current file correct
and up to date.

Is this a good idea and can it be done??
Thanks

Robert
I wouldn't know if there are [specific] H&B nuances at issue as I'm
Q06Dlx (I don't see why there would be though), but why can't you just
enter historical info into your file and simply enter an adjust to zero
etc. item for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the
road.
That way as you put it in it's always there.

FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q "for real" and then gradually entered and reconciled
prior statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an
offset line) and sometimes just selected lines (and an offset line).

I guess you could also put it into a parallel "closed" account that was
kept at zero.
Similar affect.

Geo. Salisbury
Long Valley, NJ
Geo
Thanks for the input.
I could do that, but I'm concerned I'll spend hours after importing old
months and then adding entries to correct the balance of each account.
It's similar to the problem I had when first setting it up. I'd import a
new account that had transfers to an account already balanced, i.e.
balance a checking account, then import a savings account. I spent hours
linking the transfers between the two accounts so that both would balance.

Consider my question this way.
Let's say for example I used Q and then I got married to someone(also a Q
user).
Now were married and we want to combine the two seperate files into one
file. Not exactly the same, but also

Thanks
Robert
Got news for you, Bobby. If you get married, she'll just be interested in
spending your loot, not accounting for it.

Regards,
John E. Golden


--
 
D

Dick Yuknavech

"GSalisbury" <salsburyg at comcast dot net> wrote in message



I stated using QH&B2008 around July of 07.
I didn't enter any info before that date.
Now I want to create a new file, input all the data from July 07 back to
Jan07 at least, maybe further.  And then merge the back data with my
current file that is up to date.
The goal is to reduce the amount of figuring out the deposits back and
forth between accounts during the year and keep my current file correct
and up to date.
Is this a good idea and can it be done??
Thanks
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx
(I don't see why there would be though), but why can't you just enter
historical info into your file and simply enter an adjust to zero etc.
item for some total along the way.
That way you can put in batches of history as you're so moved.
That way you wouldn't have to worry about combining some time down the
road.
That way as you put it in it's always there.
FWIW, that's what I did way back when when I first began using Qkn.
It never occurred to me to make a new file.
I started using Q "for real" and then gradually entered and reconciled
prior statements.
Depending upon the account, sometimes I just entered a statement balance
line (and offset), other times I entered the entire statement (and an
offset line) and sometimes just selected lines (and an offset line).
I guess you could also put it into a parallel "closed" account that was
kept at zero.
Similar affect.
Geo. Salisbury
Long Valley, NJ
Geo
Thanks for the input.
I could do that, but I'm concerned I'll spend hours after importing old
months and then adding entries to correct the balance of each account.  It's
similar to the problem I had when first setting it up.  I'd import a new
account that had transfers to an account already balanced, i.e. balance a
checking account, then import a savings account.  I spent hours linking the
transfers between the two accounts so that both would balance.

Consider my question this way.
Let's say for example I used Q and then I got married to someone(also a Q
user).
Now were married and we want to combine the two seperate files into one
file.  Not exactly the same, but also

Thanks
Robert- Hide quoted text -

- Show quoted text -
Import "her" accounts, not her entire file. Since "she" has not did
any transfers to any of "your" accounts. Is there any risk?
I've wanted to do that for some time. I'm making the statement that Q
won't let you do it.

You can EXPORT an account from one file to a QIF file. You can NOT
import that or any other QIF file unless it's a cash account or some
such.

QED.

Please, somebody prove I'm wrong....

--
Dick Yuknavech

"Debugging is twice as hard as writing the code in the first place.
Therefore, if you write the code as cleverly as possible, you are, by
definition, not smart enough to debug it." -- Brian Kernighan
 
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J

John Pollard

Dick said:
You can EXPORT an account from one file to a QIF file. You can
NOT
import that or any other QIF file unless it's a cash account
or some
such.
If one has a single new non-investment account to import, a
Quicken Cash account will work fine. Once the transactions are
in the Quicken cash account, you can cut/paste them - all at
once - into the desired account type.
Please, somebody prove I'm wrong....
Merging considerations:

http://tinyurl.com/yshkts

How to import:

http://tinyurl.com/2qk6wk
 

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