I've just completed the transfer of my accounts via the XML reports from money to quicken 2007. I find the credit card accounts are listed in the cash flow section. I tried to designate 3 of them as credit cards, but the program will not let me do that. Further, via the online setup, it created a credit card acount for me, and I cannot combine it with the one that was imported. How can I make this program combine duplicate accounts? There does not appear to be an option to change a bank account to a credit card acount type.
Ah Ha! It does allow multiple cut/paste! So the fix is to create an empty account for it, and them move the transactions. thanks - this helps a lot! Points for quicken vs Money, here :) :) :)
full name wrote in news: snipped-for-privacy@free.teranews.com:
I think you can download the qif into some type of account that does allow it, then move the transactions.
Of couse telling the CC company what you need and telling them you'll take your business elsewhere might work too. Discover works for me, as do Amex/Costco, MC and Visa from a couple of banks.
Han is right; probably the simplest way to import a qif file for a credit card account is to import it into a (dummy) Quicken cash account, then select all the transactions in the cash and move them to the credit card account. One drawback: no way to distinguish "match" transactions from "new" transactions ... all will be "new" ... not a problem if you do not enter any transactions manually (or use scheduled transactions) for the cc account.
I do not use qif files for anything anymore (except testing), so I'm not sure about this, but I think that even if you use the workaround that allows importing directly into the correct Quicken account, you will not get the opportunity to "match" downloaded transactions to register transactions. I think all transactions will be imported with no option for processing individual transactions before they are entered. If I'm right, then you'd probably be better off importing to the dummy cash account, deleting the "match" transactions from the cash account, then moving the "new" transactions to the cc account.
If you need it, here's how to import a qif file directly into the appropriate Quicken account:
formatting link
And, if that approach doesn't work:
You may have more success if you add a fifth new line to the beginning of the QIF file: a "!Type:" line with the same value for type that appears in the "T" line that preceeds it.
Like this (where "MyAccount" is the EXACT name of your Quicken account and "Invst" is used just for investment accounts):
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here.
All logos and trade names are the property of their respective owners.