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How to 'merge' two Quicken files?

How would you merge two Quicken files?
  • For non-investment accounts you can use the QXF format as stated below.  Otherwise, no, nothing has changed.
    It is one of the reasons we tell people they should not split their data files.

    Now you talk about "created by the bank".  That sounds more like an account, not a data file.  If that is what you want you can select the transactions in one register (if not an investment account), with normal Windows Shift/Click procedures and right click and select to move the transactions.
The "solution" has been posted in this Community literally hundreds of times.

The original post in this thread is concerned with the steps necessary to successfully merge Quicken files.  It was obviously written long before Intuit placed restrictions on importing QIF files.  But those restrictions do not - and will not - prevent you from accomplishing the import(s).  

And the steps posted here were worked out for the benefit of the attributed poster ... but made available by him to others voluntarily.  He (I'm talking about Chris Tomaszewski) worked very hard to determine these steps and was good enough to make them public.   Be thankful.

Please do not muck up this thread with concerns that don't belong because they are not related to the subject of this thread ---- answers that you could have found in existing discussions here in this Quicken Community (and in MANY other places); or by asking questions which you could have started a new discussion for ... or you could have asked of the poster who referred you here.
  • This is very thorough and useful information.  Thank you!  Question:  Will it work for Business files?  That is, I have one file (HOME) that has checking, savings, mortgage, securities accounts, etc. but NO business/invoice accounts.  I have another file (BUSINESS) that has checking, savings, security and two business/invoice accounts.  Are there special instructions for getting the business/invoice accounts from the BUSINESS file merged into the HOME file?  Or do I treat the invoice accounts just like a checking or savings account in the merge instructions?

    Thanks,

    copperberry

    Quicken Home & Business 2010
  • This is a duplicate comment I posted in a different thread (https://qlc.intuit.com/post/show_full/aR7D987war4jBgacfAralO/em-quicken-em-em-2012-em-my-humble-opinion?p=2&ppid=85930622&q=quicken+2012+budget&s=0)

    I want to thank both Chris54322 and NoWayJose and many others for their helpful posts about merging separate files into one for the purposes of marriage or whatever comes one's way.

    I apologize in advance if this comment should be in a different thread. I will post in the following threads as well:

    https://qlc.intuit.com/post/show_full/cUup8wwGer3R4sacfArImM?cid=soc_tw_f_soc_lcanswr_shr__link&priorityCode=4657900000&rmode=Twitter

    https://qlc.intuit.com/post/show_post_full_view/dQMNaWtX4r3OK1acfArQA8

    I use Quicken 2011 on Windows XP and am currently smack in the middle of merging two files into one master file. It is cumbersome, lengthy, and requires solitude and quietude. The problem I am having is that most of the transfers between accounts (checking, savings, cash on hand, etc.) and splits (payroll) did not move over cleanly. I am having to go transaction by transaction to find duplicates and errors. The historical data is very important to me, especially the categories. It's still a mess, but worth the effort.

    Am I led to believe that if I upgrade to Quicken 2012 I can transfer my Quicken 2011 file directly into my new master file that contains my girlfriends data with the QXF feature you mentioned? Is it like adding sugar to coffee? Or should I just continue to plug along and get my ducks in a row and comfortable with my manual merger and then upgrade?

    Now I know why people that work in Mergers and Acquisitions make so much money.

    Thank you,

    Matt
  • There has got to be an easier way than this? Does Quicken 2012 add this capability?
  • Quicken 2012 adds part of the solution, but not all.

    Quicken can export a QXF file, this format was created to export to Quicken Essentials for Mac, which can import and export it.  Up until the Windows versions of Quicken could only export this format.  With Quicken 2012, it can import it, and it can import it into and existing Quicken data file.  The QXF format exports the whole data file not just one part of it.
    Now Quicken Essentials for the Mac doesn't have investment accounts or business accounts.

    So they didn't make the format export these, so you can not import them (or it might be on the import side, it doesn't matter you can't export/import them.)

    If you want to do only regular accounts you can use this to merge data files.  Or maybe get part of the way there.

    Please note some of the some quirks mentioned above apply to the QXF format, like being careful about categories and accounts and such.  If I remember correctly if there is a duplicate account it will import into another account with the name changed.  For categories it will not transfer them just flag them as having problems in the log.  So for  them you have to go back and rename in the original and do the import again.

    And note that a category can be considered "different" for nothing more then at one point one of the data files had a description of the category and the other didn't, even if you change them to have the same description now.  The rule is look in the log if it says it has problems rename it in the original and re-import (into a fresh copy of the second data file).  And then use Quicken category merging to fix it up.
  • The "Merging Quicken Files" post, for the most part, contains guidelines ... not requirements. I believe that those intending to merge Quicken files will still be well served reading those guidelines presented by Quicken Kathryn; even though there may be newer, better, means of merging Quicken files that were not available when the post was originally made.

    While those guidelines were (obviously) created for using QIF file export/import to make the merge, that does not make them all inapplicable to merges done by other means. It should be easy enough to determine which items pertain only to QIF files. While some users may find no need to make any changes prior to merging, I believe others may benefit by cleaning up one, or both, of the files before merging.

    There is little to be lost by reading the guidelines to determine whether any apply.
  • The objective to my question was to find an easy way to transfer previously categorized checking and credit card transactions that I had entered in a file that I later found contained corrupted Investment Account data. After I see the complexity of what is involved in merging two Quicken files, I think life woud be easier if I opened the file that contains my categorized transactions and enter each transaction manually into my backup file. That way I can enter transfers and splits without worry. I truly appreciate the effort of all who have responded in offering solutions to such problems.
It is far easier to merge two ACCOUNTS than it is to merge TWO Files.

Unfortunately, the lengthy process spelled out here does not work at all with Q2010.

https://qlc.intuit.com/post/show_post_full_view/cUup8wwGer3R4sacfArImM

If you were importing two different  MS Money files , the process would be much much easier.

Quicken has long ago gotten away from the QIF importing and Exporting format.
It may be OK with older versions of Quicken but not since 2004 (I believe).

I  was lucky where I was able to use the just expired MS Money files for importing into Q2010.  With some trial and error I was able to establish a decent file(s) with minimum of duplicates etc.

I hope there is a solution in the works - somewhere-sometime.....  

Suggestion: Provide what version of Quicken you are using. It helps!