QIF Problem Computer to Computer data transfer

I have Quicken 2005 and wife & I record all expenses etc. in my XP machine. We are going to be split for a while with one on the east coast and one on the west coast. The idea is to try to use emailed QIF files to keep my Q2005 data complete, while we're separated. So, I loaded Q2005 into her XP machine. Used a QIF from my computer to set up accounts, categories, memorized payees in hers. Then I created a test: I created a transaction in her computer that involved a debit from checking for $100 cash and a $1 small item. Thus it was a 'split' transaction, say total value of $101 in checking and of course automatically 'transferred cash to my cash account. Then exported QIF from wife's computer and imported to mine. Incorrect information: The $100 debit and cash transfer worked OK, but the split transaction detail and the $1 purchase are missing. 'Think I picked the right QIF settings, eg , controlled the date range, transactions.

Any idea of what I need to do to get the full split transaction to move with a QIF?

Reply to
Tom M
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I don't have an answer for you on the QIF problem - it is how QIF import works. But perhaps you can try webentry and let your wife enter her data on quicken.com and you download it into your PC. Then you can email her statements or summaries of current standing?

Reply to
Mike B

You are working in a very gray area, I would not expect to see totally gratifying results.

You might be able to work out something if you import to a single cash account at a time (exported from any single non-investment account), without special handling for transfers. Then cut/paste (or copy/paste, then delete) the resulting transactions from the cash account to the true destination account.

Reply to
John Pollard

How about looking into some sort of remote access for her to connect to your machine at home and enter the transactions?GoToMyPC comes to mind.

Reply to
Laura

Gee, thanks you all, but the news is apparently grim. Too bad, I would have thought Quicken would have anticipated and perfected the computer to computer transfer. Not sure which way to go. Web access and networking is tough as we both access the internet via cell phone connections, usually after 9 pm if you know what I mean. We both travel too much to justify broadband or even a phone land line phone.

If any more ideas come to mind, please shoot away. Thanks

Reply to
Tom M

It should work. I am using Q04 Basic and had to recreate one of my files yesterday. I ended up exporting all of the transactions to a qif file and importing it into the new file. There was a simple 2 line split transaction. I just checked and it came in okay. When I did the export, I specified all options available even if I did not think they were needed.

Alternatively, you could enter any split transactions as 2 transactions with the check number repeated. This would avoid the split problem if you can't get 2005 to work right.

Reply to
Laura

Reply to
Arnie Goetchius

Good catch. Now I remember why I decided to stick with 2004. There should still be an export/import function in 2005 or is that now gone too?

Reply to
Laura

The problem is that, starting with Q2005, direct import to checking, savings, and investment accounts is not allowed.

Reply to
John Pollard

Arnie just reminded me of that little fact. This is one reason that I stayed with 2004.

What is used to export/import transactions bwt files if qif is not supported?

Reply to
Laura

Since neither of you will be at home, feel free to use the access facilities of whatever hotel you find yourself at the time you need to update.

Reply to
Mike B

No please, don't go there. Regardless of what release the OP runx, QIF export/import of just a select few transactions to synchronize two copies of Quicken will be a nightmare.

Reply to
Mike B

There is still the option to import/export and also transactions in Cash, Credit card and Asset/Liability accounts.

Reply to
Mike B

There is no true export/import for individual checking, savings, and investment accounts any more (and starting in Q2006, none for credit-card accounts). That is, Intuit does not offer a replacement export/import capability. Many have wanted Intuit to make OFX available for this purpose; but I think it is much more complicated than it seems. Straight OFX would probably work against Intuit's interests, and OFX has no capability for "categories" (a necessity for export/import); something which could be overcome, but it remains to be seen whether Intuit will consider it worthwhile.

Currently, the closest you can get is to do a copy/paste from account to account, or file to file (Q2005 allows cutting/copying/pasting of multiple transactions at once ... including all the transacitons in an account). But that only works for non-investment accounts. And this cut/copy is to the Quicken clipboard, not the Windows clipboard; therefore, you can only paste until you exit Quicken. Once you exit Quicken, the contents of its clipboard are lost.

The only other approach is to try variations of exporting/importing "All Accounts". If Quicken is told to import "All Accounts" and if Quicken interprets the data in the QIF file as containing an export of "All Accounts", it will import the data. But QIF file imports always had certain problems, and for some of those problems, the *solution* was to import one account at a time ... a *solution* no longer possible (or, at least, no longer easily possible).

Reply to
John Pollard

Stupid move if you ask me.

Reply to
Laura

Thanks for your thoughts and I agree with Laura 'on the move', but I guess it's back to the drawing boards for a bunch more of testing qif and copy paste. It sure would be a shame to go backwards to a spread sheet and then re-entering to Q2005...

Reply to
Tom M

Since we've determined that the problem is 2005 could you get a copy of

2004? Have you and your wife exchange qif files since we know that works with 2004. Then import the final result into 2005 when you are back together in the fall??? Just a wild idea. I'm not sure how or if the last step would work.
Reply to
Laura

Another thought. When I upgraded to Q2005, I think it was from either Q2000 or 2002. I'm now in CA so will have to ask wife in PA to look in my 'old' files drawer. First though, I want to try the qif for individual accounts versus the 'all accounts' and then see if they 'add up'.... in my spare time... Tnx

Reply to
Tom M

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