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Suppose I want to start over . . .

I've been using quicken since 1998; I'm up to Deluxe 2005 now and am considering 2007. If I do get 2007 I'd like to start afresh without losing my historical data. My checking and savings accounts in Quicken are just fine, but my TIAA retirement accounts are not. I never got them properly defined, and when I tried to set them up for downloads four or five years ago I screwed it up. They've been maintained manually every since. I'd like another shot at it, but last time I tried, Quicken insisted on the original erroneous correspondences between the Quicken accounts & the downloaded accounts.

The problem is complicated by the many transfers of funds between checking and the pension accounts

So, two questions:

Is there a way to reset the download parameters without losing data?

Failing that, can the accounts be exported and then imported into Q2007 so that the transfers don't interfere?

Thanks so much for assistance.

formerprof

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formerprof
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"formerprof" wrote in news:9SoAg.22$y% snipped-for-privacy@fe06.lga:

No answer to your real questions, but a suggestion about the quoted portion. Use a transfer from your paycheck entry to a "holding" account (I use an asset type account). Then when your employer's payment to the pension account has finally been recorded there (I have investments in things like Vanguard mutual funds and TIAA/Cref accounts), record those investments as transfers from the asset to the pension accounts.

Reply to
Han

Thank you, Han . I never tied paychecks to pension -- as I am retired, the flow is the other way. I am still stuck with the consequences of my earlier erroneous tying of my accounts to the downloaded account. If any one knows how I can undo those I'd be most grateful.

formerprof

Reply to
formerprof

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