Quicken on Laptop While Traveling


K

Ken Blake

I run Quicken 2010. I would like to do the following for when I'm on
vacation, if I could. Can somebody tell me whether it's possible, and
if so, how to do it.

Install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
would want would be my checking account (for ATM transactions) and a
credit card account.

I'd like to record transactions in those two accounts, and then when I
returned home transfer all of those transactions to my desktop copy of
Quicken.

Setting up Quicken on the laptop and recording the transactions is
easy, but I don't know of a way to transfer them to the desktop. Can
somebody help?

Thanks.
 
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M

Mel

Ken Blake said:
I run Quicken 2010. I would like to do the following for when I'm on
vacation, if I could. Can somebody tell me whether it's possible, and
if so, how to do it.

Install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
would want would be my checking account (for ATM transactions) and a
credit card account.

I'd like to record transactions in those two accounts, and then when I
returned home transfer all of those transactions to my desktop copy of
Quicken.

Setting up Quicken on the laptop and recording the transactions is
easy, but I don't know of a way to transfer them to the desktop. Can
somebody help?

Thanks.
Amateur reply but couldn't you just copy the new file to the desktop then
file/import to merge the file to your existing account?
Mel
 
N

Notan

Amateur reply but couldn't you just copy the new file to the desktop then
file/import to merge the file to your existing account?
Not sure why you have to file/import anything.

Before you leave home, copy your most recent files from your desktop to
your laptop. When you return, copy your laptop files to your desktop.
 
L

Laura

Notan said:
Not sure why you have to file/import anything.

Before you leave home, copy your most recent files from your desktop to
your laptop. When you return, copy your laptop files to your desktop.
that's what I usually do EXCEPT that OP only wants to take selective
accounts with him and then transfer the info back to the Q file on the
desktop.

It might be easier to create a file that only has the selective accounts
in it. This can be transferred back and forth bwt computers without any
problems. Create a second file that has all of the remaining accounts
and keep that file only on the desktop file.
 
N

Notan

that's what I usually do EXCEPT that OP only wants to take selective
accounts with him and then transfer the info back to the Q file on the
desktop.

It might be easier to create a file that only has the selective accounts
in it. This can be transferred back and forth bwt computers without any
problems. Create a second file that has all of the remaining accounts
and keep that file only on the desktop file.
Ooops.

It looks like my selective hearing has spread to my eyes!
 
J

John Pollard

Ken said:
I run Quicken 2010. I would like to do the following for when I'm on
vacation, if I could. Can somebody tell me whether it's possible, and
if so, how to do it.

Install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
would want would be my checking account (for ATM transactions) and a
credit card account.

I'd like to record transactions in those two accounts, and then when I
returned home transfer all of those transactions to my desktop copy of
Quicken.

Setting up Quicken on the laptop and recording the transactions is
easy, but I don't know of a way to transfer them to the desktop. Can
somebody help?
When you get home, export the transactions from the laptop to QIF files.
Import the QIF files to your desktop.

I think you could tell the QIF file export to export all (two) accounts,
then tell the QIF file import to import all accounts ... if that produces
the results you like, no special processing would be necessary. You could
test this with test copies of your existing data, before you leave for
vacation. Be sure to name your laptop accounts exactly the same as your
desktop accounts.

If you can't use the "all accounts" option, you can export the two
accounts on the laptop to two different QIF files, then use the
instructions in the following post to get the QIF files into your desktop
Quicken.

https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8
 
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K

Ken Blake

Amateur reply but couldn't you just copy the new file to the desktop then
file/import to merge the file to your existing account?

Does file/import do a merge? I hadn't realized that.
 
K

Ken Blake

Not sure why you have to file/import anything.

Before you leave home, copy your most recent files from your desktop to
your laptop. When you return, copy your laptop files to your desktop.



Well, the problem with that is that I'm concerned about the
possibility of the laptop being lost or stolen. That's why I said
"install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
would want would be my checking account (for ATM transactions) and a
credit card account."

And to add to that, I don't want all the history of those accounts on
the laptop.
 
K

Ken Blake

When you get home, export the transactions from the laptop to QIF files.
Import the QIF files to your desktop.

I think you could tell the QIF file export to export all (two) accounts,
then tell the QIF file import to import all accounts ... if that produces
the results you like, no special processing would be necessary. You could
test this with test copies of your existing data, before you leave for
vacation. Be sure to name your laptop accounts exactly the same as your
desktop accounts.

If you can't use the "all accounts" option, you can export the two
accounts on the laptop to two different QIF files, then use the
instructions in the following post to get the QIF files into your desktop
Quicken.

https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8

Thanks very much. I'll ask you the same question I asked moments ago
in this thread. When I import a file, will it do a merge? If so, I
hadn't realized that.

I'll take a look at the post you cite later when I have more time.
 
Z

Zaidy036

<snip>

If you do not want account info (bank name, account number, etc) on the laptop
I think you will have problems having Q absorb any data after you return.

The simplest solution would be to make a Q report for the checking account with
enough info to satisfy your possible needs while traveling and then import it
to the laptop as an Excel file. Then you can add any formulas to show
continuing balances and manually add activities as you desire for your records.

When you return running a normal bank update in Q will bring it up to date and
you can compare your Excel records to the Q D/L for accuracy.

Eric
 
C

Chad Neeper

Ken said:
Well, the problem with that is that I'm concerned about the
possibility of the laptop being lost or stolen. That's why I said
"install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
Personally, rather than try to export/import just certain
accounts/transactions, I'd prefer to have the whole data file. You can
easily handle the security problem using TrueCrypt (www.truecrypt.org).
Using TC, you could create a single encrypted file that TC mounts as an
encrypted drive letter. The filename and location could even masked if
you want. For instance, call it C:\Program Files\Games\CoolGame.exe. If
anyone stole the laptop and happened to find that file, they might try
to run it, but it's not an executable file, so nothing will happen.
However, TC will mount the file as, say drive letter E: (with the
correct password you've assigned). With the encrypted file mounted as a
drive letter, you can use it just like a real hard drive and copy your
Quicken data file to/from it.

Absolutely secure:
1) If the TC file isn't mounted, Quicken can't access it. In fact, to an
observer, it would look as if you had your data file stored on a USB
device you've removed from the computer.
2) If someone knows what TC is and sees that you have it installed on
your laptop, they still won't know that the encrypted file is stored
right there on the laptop's hard drive.
3) Even if they _did_ locate the encrypted file, they wouldn't be able
to mount it without your password. (Use a different one than your
Windows password, which is easily hacked.)


My 2 cents.

BTW, it may sound a little complicated, but it's really not. Very easy,
in fact.


--

-----------------------
Chad Neeper
Senior Systems Engineer

Level 9 Networks
740-548-8070 (voice)
866-214-6607 (fax)

-- Full LAN/WAN consulting services --
-- Specialized in libraries and schools --
 
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L

Laura

Zaidy036 said:
<snip>

If you do not want account info (bank name, account number, etc) on the laptop
I think you will have problems having Q absorb any data after you return.

The simplest solution would be to make a Q report for the checking account with
enough info to satisfy your possible needs while traveling and then import it
to the laptop as an Excel file. Then you can add any formulas to show
continuing balances and manually add activities as you desire for your records.

When you return running a normal bank update in Q will bring it up to date and
you can compare your Excel records to the Q D/L for accuracy.

Eric
One add-on that might just work with your suggestion is X2LQIF found
here: http://xl2qif.chez-alice.fr/xl2qif_en.php

Just enter the transactions into excel while traveling and then create a
QIF file when done.
 
J

John Pollard

Ken said:
Thanks very much. I'll ask you the same question I asked moments ago
in this thread. When I import a file, will it do a merge? If so, I
hadn't realized that.

I'll take a look at the post you cite later when I have more time.
Quicken has never had a "merge" feature.

When you import a QIF file (after about Q2000); Quicken will (should)
present the imported QIF file transactions just as if they were downloaded
from your financial institution ... you will have to decide whether the
imported transactions should be "New" transactions or "Match"
transactions.

[The above is based on importing one QIF file per one Quicken account. I
can't tell you how the import of "all accounts" will be handled (just that
it probably does not need special treatment of the QIF file, before
importing).]

I still suggest you should test with a copy of your existing data.
 
H

Han

I run Quicken 2010. I would like to do the following for when I'm on
vacation, if I could. Can somebody tell me whether it's possible, and
if so, how to do it.

Install a copy of Quicken on my laptop, but have none of my financial
information (account numbers, balances, etc.) on it. The only things I
would want would be my checking account (for ATM transactions) and a
credit card account.

I'd like to record transactions in those two accounts, and then when I
returned home transfer all of those transactions to my desktop copy of
Quicken.

Setting up Quicken on the laptop and recording the transactions is
easy, but I don't know of a way to transfer them to the desktop. Can
somebody help?

Thanks.
Sorry, coming a little late to the thread. Work had to be done ...

I would suggest either the Truecrypt option, or using Q on the laptop and
the data file(s) on a flash drive. Carry the flash drive around your
neck rather than with the laptop. You could even encrypt the flash
drive.
 
N

Notan

Sorry, coming a little late to the thread. Work had to be done ...

I would suggest either the Truecrypt option, or using Q on the laptop and
the data file(s) on a flash drive. Carry the flash drive around your
neck rather than with the laptop. You could even encrypt the flash
drive.
While I'm sure(?) it's been asked before, does the Vault password
encrypt and, if so, how elaborate is the encryption?
 
H

Han

While I'm sure(?) it's been asked before, does the Vault password
encrypt and, if so, how elaborate is the encryption?
A quick search found that it is "industry standard encryption" (AES?).
IMNSHO, If you are that concerned, you shouldn't use the vault password
system at all.
 
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X

XS11E

Ken Blake said:
I run Quicken 2010. I would like to do the following for when I'm
on vacation, if I could. Can somebody tell me whether it's
possible, and if so, how to do it.

Install a copy of Quicken on my laptop, but have none of my
financial information (account numbers, balances, etc.) on it. The
only things I would want would be my checking account (for ATM
transactions) and a credit card account.
Probably a very bad idea, laptops are very commonly stolen and you'd be
giving the thief access to any accounts on the laptop.

I keep nothing on my laptop that I wouldn't publish on the front page
of the local newspaper! <G>
 
K

Ken Blake

Personally, rather than try to export/import just certain
accounts/transactions, I'd prefer to have the whole data file. You can
easily handle the security problem using TrueCrypt (www.truecrypt.org).

OK, thanks. I'll look into that.
 
K

Ken Blake

Ken said:
Thanks very much. I'll ask you the same question I asked moments ago
in this thread. When I import a file, will it do a merge? If so, I
hadn't realized that.

I'll take a look at the post you cite later when I have more time.
Quicken has never had a "merge" feature.

When you import a QIF file (after about Q2000); Quicken will (should)
present the imported QIF file transactions just as if they were downloaded
from your financial institution ... you will have to decide whether the
imported transactions should be "New" transactions or "Match"
transactions.

[The above is based on importing one QIF file per one Quicken account. I
can't tell you how the import of "all accounts" will be handled (just that
it probably does not need special treatment of the QIF file, before
importing).]

I still suggest you should test with a copy of your existing data.


Thanks again.
 
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K

Ken Blake

Probably a very bad idea, laptops are very commonly stolen

Yep!


and you'd be
giving the thief access to any accounts on the laptop.

And that's exactly why I don't want any info about the accounts (as I
said)--just the name, and the few transactions that occurred while I
was away.


I keep nothing on my laptop that I wouldn't publish on the front page
of the local newspaper! <G>

Same here.
 

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