I stated using QH&B2008 around July of 07. I didn't enter any info before that date.
Now I want to create a new file, input all the data from July 07 back to Jan07 at least, maybe further. And then merge the back data with my current file that is up to date. The goal is to reduce the amount of figuring out the deposits back and forth between accounts during the year and keep my current file correct and up to date.
Is this a good idea and can it be done?? Thanks
Robert
I wouldn't know if there are [specific] H&B nuances at issue as I'm Q06Dlx (I don't see why there would be though), but why can't you just enter historical info into your file and simply enter an adjust to zero etc. item for some total along the way. That way you can put in batches of history as you're so moved. That way you wouldn't have to worry about combining some time down the road. That way as you put it in it's always there.
FWIW, that's what I did way back when when I first began using Qkn. It never occurred to me to make a new file. I started using Q "for real" and then gradually entered and reconciled prior statements. Depending upon the account, sometimes I just entered a statement balance line (and offset), other times I entered the entire statement (and an offset line) and sometimes just selected lines (and an offset line).
I guess you could also put it into a parallel "closed" account that was kept at zero. Similar affect.
Geo. Salisbury Long Valley, NJ
Geo Thanks for the input. I could do that, but I'm concerned I'll spend hours after importing old months and then adding entries to correct the balance of each account. It's similar to the problem I had when first setting it up. I'd import a new account that had transfers to an account already balanced, i.e. balance a checking account, then import a savings account. I spent hours linking the transfers between the two accounts so that both would balance.
Consider my question this way. Let's say for example I used Q and then I got married to someone(also a Q user). Now were married and we want to combine the two seperate files into one file. Not exactly the same, but also
Thanks Robert
Import "her" accounts, not her entire file. Since "she" has not did any transfers to any of "your" accounts. Is there any risk?
Got news for you, Bobby. If you get married, she'll just be interested in spending your loot, not accounting for it.
Regards, John E. Golden
On Wed, 16 Jan 2008 01:07:49 -0800 (PST), treasur2 wrote in alt.comp.software.financial.quicken:
messagenews:NOmdnTgWVJH4zhDanZ2dnUVZ snipped-for-privacy@comcast.com...
I've wanted to do that for some time. I'm making the statement that Q won't let you do it.
You can EXPORT an account from one file to a QIF file. You can NOT import that or any other QIF file unless it's a cash account or some such.
QED.
Please, somebody prove I'm wrong....
If one has a single new non-investment account to import, a Quicken Cash account will work fine. Once the transactions are in the Quicken cash account, you can cut/paste them - all at once - into the desired account type.
Merging considerations:
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