Changing Quicken 2010 file name

Other people here can probably answer you better about this. One way I've heard is to simply select the transactions in one account and copy/paste them into your desired account in the other file. If you're careful when selecting, it can be done in just a few keystrokes. There may be better/easier ways, though.

You're right about all that stuff getting the Wachovia/Wells Fargo to update etc. It's a pain, sometimes. Good luck getting it set up. See my other reply about copy/pasting tranactions. or other options.

"Tim Conway" wrote in news:itja8m$haa$ snipped-for-privacy@dont-email.me:

I know you can do this from 1 account to another within 1 file, but does it work between files? And how does that affect transfers between account (paying the credit card from a checking account for instance)?

Two pieces of caution -

It doesn't work across files. I already tried that.

No way to move accounts from one Quicken file to another? That seems like it ought to be "built in".

After thinking about it, I have no activity between financial institutions other than when I pay my credit card from my checking using bill pay, it shows up in the credit card transactions when it clears. I don't care that I can't see in the credit card is about to be paid inside the credit card transaction list until it's paid. The only exception is a higher yield money market that does not have Quicken access for that type of account, and to transfer between that and my checking is as simple as clicking "transfer" on their site and entering the amount.

Any transfer between checking accounts is within one institution so within one Quicken file.

The other issue is that moving account files into another Quicken 2010 file is something that doesn't work using any of the methods suggested here or on the Quicken support forum. Seems not really able to be done without just making a new account that loses all the transaction history in the Quicken file you want to move to. Maybe at the end of the tax year I'll give that a try, but I'm reluctant to break up the tax year because then I have to run reports from two places instead of one to get my tax info summaries.

I only wish it were that easy. That seems to be only for account files within a single Quicken file.

Option 1 I tried by exporting to QIF and then importing but Quicken is very fussy about what kind of accounts can be imported so that didn't pan out.

I don't get wwhy this capability isn't built into Quicken since there are many situation when one would want to do this, for example when people get married.

Option 2 will have to be it although I'm not excited about having the tax year split between two accounts because that's double work at tax time to generate reposts and add the results together. Maybe next year.

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Thanks, but yet another reason for Quicken to have this built in.