Changing Quicken 2010 file name

It's not quite that simple, having just done it. You need to deactivate account update and bill pay for Wachovia, change the financial institution to Wells Fargo Bank, have Quicken find the accounts there, check which ones you want to convert over and be sure to check that they are already being tracked in Quicken (else it opens a new Quicken account for you and you lose your history), and then reactivate downloads and bill pay for each account. Then you can rename the .qdf files and edit quser.ini so the correct names show in the file choice list and on the accounts.

It also doesn't help when Wells Fargo tells you they are ready to convert and it really isn't. Took over 3 days and two restores to the last Wachovia backup before it all worked. Not really a Quicken issue but shit happens and keeping the Wachovia/Wells Fargo stuff isolated reduces the possibility of screwing up anything else in the process.

So how does one merge accounts from two Quicken files without losing the any transaction and other data?

Reply to
nobody
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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.

Reply to
Tim Conway

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.

Reply to
Tim Conway

"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)?

Reply to
Han

Two pieces of caution -

1 - Make sure you backup what you have today so in case you get balled up in doing a merge if you do decide to do so (see #2 below), you can recover back to what you have today. 2 - It might simply be easier at this point to cut and run - 1 July is a good date (start of second half of the fiscal year) to simply start using a single file and not bother to move stuff forward at this point in time. Up to you of course, but you might consider that as far less of a hassle.
Reply to
Andrew

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".

Reply to
nobody

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.

Reply to
nobody

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

Reply to
nobody

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.

Reply to
nobody

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Reply to
John Pollard

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

Reply to
nobody

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