Quicken 2000 - Merging Files

Jan 18, 2006 4 Replies

Using Quicken 2000 (UK Version) how do I combine several files created using Year-End Copy into the current file?



I have 5 QDF files that I would like to combine with my current data so that I can report over the full period. I can see how to open them all separately but not how to merge them.



John C


Hi, John.

It's been a while since I used Q2000 (using Q2006 now), and I've never used the UK version, but I think the basic steps are the same for all versions. You don't really want to combine the files; you want to combine data from the files, and the Export/Import process does this well, using QIF files to move the data.

After making sure you have adequate backups, of course, just in case...

Open your first QDF file and click File | Export | QIF file. From the next window, choose WHAT you want to export. You probably want to choose Transactions. You may want to choose the Account and Category Lists, too, especially if those have changed over the years.

Then Open your current file and click File | Import | QIF file and let it import transactions, etc. Test the results and, if you are comfy with them, backup your new current file. Rinse and Repeat until all your files are in the current version. ;

Thanks for the suggestion. I will try that and report back with the results. If I manage to combine the data I promise to keep it that way!

I know that my version of Quicken is well out of date but Intuit have just announced that they are pulling out of the UK market so any update might just force me into the clutches of Microsoft Money!

Thanks again.

John C

John

R C White pipped me to the reply. Just be careful when you do the exports not to overlap any dates otherwise you can duplicate transactions and mess up account balances. Best to make a note of each files opening and closing balances first, then check in the merged file.

Peter Posting from Peter Rogers

Replace NOSPAM with ntlworld to reply

Thanks both.

The suggested method worked fine. So I now have everything in the one file.

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