Long history of Quicken usage -> Now I'm stuck

Not entirely following. You say that you have 2 files ... but that can't happen in Q unless you specifically use the FILE, New Quicken File command.

Do you mean that your bank info is now in two ACCOUNTS? That would indicate that, when Q asked how you wanted to associate the online account(s) with Q, that you chose the default "Add" instead of the proper "Link".

In which case, you need to restore from a backup taken before this error. Then Deactivate all accounts at the bank, exit Q, restart Q, erase the account numbers from the accounts and re-activate ... making SURE to select Link this time.

Well, how about going to each new account, highlighting transactions from July whatever to date, then using "Move Transaction(s)" option in small gear icon menu, indicate where to put them?

Or the other way around?

Sorry, I wasn't as clear as I should have been.

I bank at a credit union whose initials are HVFCU (Hudson Valley Federal Credit Union). I kept my accounts in Quicken, naming the file "GARY1". I owned 2 accounts at HVFCU, named "HVFCU Savings" and "HVFCU Checking". I also kept in GARY1 various brokerage accounts with Vanguard, Fidelity, etc. Each time I updated my accounts I backed up GARY1.

The Credit Union sent me an email one day in late June, that they were going to upgrade their system over the Labor Day, 2015 weekend. On

09/08/2015, when the HVFCU computer came up, I would need to deactivate my account and reactivate them with the institution name "HVFCU Direct". On that date, as a precaution, I created a duplicate copy of my Quicken file, named "GARY2" and followed their procedure of deactivating and reactivating the HVFCU accounts. The reactivation process caused an update to happen, during which all transactions in HVFCU Savings and HVFCU Checking before approximately June 1, 2015 were wiped out. But the accounts were updated to September.

So now I had 2 Quicken files:

GARY1 (in my Backup folder) contained all transactions for all dates to

09/08/2015 for my brokerage files, and all transactions up to about 09/08/2015 for all accounts. All the balances were correct to 09/08/2015.

GARY2, my now current main Quicken file, contained all transactions at all dates for my brokerage files, and all transactions beginning about June 1, 2015 for my HVFCU accounts. All the balances were correct for all accounts.

I cannot recall ever being given a choice between "Add" or "Link" when I did the update. But if there was a step I missed (or messed up), I could certainly recopy GARY1 into, say, GARY2B and redo the Deactivation/Reactivation properly.

Al:

Thanks for the suggestion. I wish it worked. But my understanding is that it only works from one account to another within the same Quicken file. The situation is that I have two different Quicken files. If you call them Q1 and Q2, each of them has transactions for a different range of dates for the same 2 accounts. To be precise:

Q1: contains "Checking" and "Savings" for the beginning of time till June 2015.

Q2: contains "Checking" and "Savings" for July 2015 to September 2015.

I need to move Checking transactions in Q1 to Q2; also Savings transactions in Q1 to Q2. My understanding of Move Transactions is that I could move transactions within Q1 from Checking to Savings or Savings to Checking. Similarly I could make similar moves within Q2. That doesn't help.

SO.... how about exporting transactions from Gary2 Savings and importing into Gary 1, following same procedure with Gary2 Checking ???

Thanks again for the suggestion. I've never done that before, and will be happy to give that a try. Keep your fingers crossed.

Gary wrote in news:55fc0fb7$0$45034$b1db1813$ snipped-for-privacy@news.astraweb.com:

The problem is, I don't see that that fixes the download problem. I think what you really need is to export from Gary1 and import into Gary2.

scott s. .

Gary - I am not following in depth what you folks are really discussing in terms of specific actions to take. But in re-reading this, you said about the deactivating of your HVFCU accounts "This unfortunately resulted in losing most of my banking history before about July, 2015. The balances were correct, but now I am faced with having a complete transaction history, but not in one file. "

I don't see how this is possible. Deactivating the online connection does NOTHING to the underlying account data that the account has.

If I were you, I might consider going back to the backup you did before all of this, and redoing it and enter manually any updates.

During Quicken's process on setting up DIRECT CONNECT to the HVFCU, you should get a screen that allows you on an ACCOUNT by ACCOUNT basis to either 'ADD', 'LINK', or 'IGNORE' each account that the HVFCU has knowledge of ...you need to use the LINK option to point each HVFCU account to your EXISTING (and completely data full) Quicken account. Since they changed their S1/S9/etc. naming conventions, you'll have to be a little careful of their new numbering scheme to ensure you pick the right account from their end to associate with your existing Quicken accounts.

After the DIRECT CONNECT is made, you may find that Quicken has downloaded some duplicate transactions that already exist in your Quicken account...make sure they're indeed duplicates, and you can DELETE each of those from the D/L list as they already exist in your Q account (don't ACCEPT them, since then you'll have duplicates).

This is a fairly straight forward process. If you indeed have a backup that is not that old BEFORE the HVFCU did their thing, you might have a much easier time taking it from there and forward entering anything new rather than trying to do all this EXPORT/IMPORT crap .

Just my two cents.

Andrew, I think you're right! I've gone back and forth about what to do to be able to keep all transactions, and I now believe that HVFCU has fundamentally misled me asbout the best way to proceed.

Here's what I currently think might work:

1. Rename "Checking" and "Savings" (the only accounts from HVFCU I want) to "Old Checking" and Old Savings".

1. Deactivate the 2 old accounts. Make sure I haven't lost any transactions up to 6/18 (the time they switched over).

2. Create 2 new accounts, "New Checking" and "New Savings". Configure those accounts to connect via "HVFCU Direct".

1. Add two transactions, (1) Transfer the remaining 6/18/15 balance of "Old Checking" to "New Checking", and (2) Transfer the remaining

6/18/15 balance of "Old Savings" to "New Savings".

1. One step update those 2 accounts. Remove any pre-6/18/2015 transactions from either.

This procedure avoids moving transactions, and also exporting and importing transactions, both of which have gotten me into trouble.

I have watched this thread for some, and none of this is necessary. Just go back to your saved old QDF file and deactivate the existing HVFCU accounts, then reactivate them. You should then get a list of your accounts at the bank with the option to link to a deactivated Quicken account. Just select an appropriate account and proceed. You may get a few duplicate transactions which you can then just delete.

This worked for me.

John B.

Thanks for the option. In fact I tried the procedure I outlined in the post you responded to and it worked very well. So now others that face the same problem can select from several routes to follow.

One note, and it is about something both Andrew and you mentioned that I just never came across. That was the option to select "Link" to a deactivated account. I just never saw it. Is it a feature in Premier that might not be in Deluxe?

"Link" works in Deluxe. Can't remember which version you have, but I last used feature with 2015.

John - this is what I told him to do in my other post. No need to copy anything, rename anything, whatever.