Export, Inport & Conversion Issues
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From: Gordon on 19 Dec 2009 22:51 I am trying to move from Windows to Mac. My Windows data is in Quicken Premier 2008 I really would be very happy if I could accomplish the following: #1 Move the only investment data for the period from 1/1/2008 forward #2 Start with a clean slate, or a single year's history for credit cards (total of 7) plus 3 checking accounts. As you might expect there are a lot of movements of funds between accounts - things like cash to/from an investment account to a checking account. Funds from a checking account used to pay balances on a credit card account. (I mention this because I ran into problems trying to export the non investment side of the Windows data to a Mac program named iBank.) The Windows based investment data has over 10 years of investment history. In May 2008, a complete change in all investments was made, so any history prior to that date is of zero value in terms of income taxes or Return considerations. I would be willing to delete all the earlier register entries prior to exporting, if that were a solution. A side benefit of restricting the data is "loosing" many dozens of investments and associated transactions, price histories, etc. I have read the importation limitations for Quicken for Mac 2007 and do not see those as a problem. I suspect accomplishing this task may result in more than one thread at this newsgroup, so for this thread, I would like suggestions/comments on these items: #1 What would be best way be to transfer only a date limited portion of my investment data into Quicken for Mac? (Options are export from Quicken for Windows or Download from my Broker which is Charles Schwab.) #2 What are the suggested way(s) to transfer non investment data? i.e. should I do this all at once or try and export/import individual accounts one at a time? It appears to me, I have the option of exporting either individual accounts or all accounts. I assume I could export all accounts and then delete say the investment accounts if that approach were useful. Obviously I do not know much about doing this, so if anyone has suggestions or comments, I am very willing to read. Thank you and have a nice day. - Email will be: 2Cybers at gmail-dot-com Gordon Potter Atlanta, GA USA
From: jslcr1 on 20 Dec 2009 07:01 On Dec 19, 9:51 pm, Gordon Potter wrote: > I am trying to move from Windows to Mac. My Windows data is in > Quicken Premier 2008 > > I really would be very happy if I could accomplish the following: > > #1 Move the only investment data for the period from 1/1/2008 forward > #2 Start with a clean slate, or a single year's history for credit > cards (total of 7) plus 3 checking accounts. > > As you might expect there are a lot of movements of funds between > accounts - things like cash to/from an investment account to a > checking account. Funds from a checking account used to pay balances > on a credit card account. (I mention this because I ran into problems > trying to export the non investment side of the Windows data to a Mac > program named iBank.) > > The Windows based investment data has over 10 years of investment > history. In May 2008, a complete change in all investments was made, > so any history prior to that date is of zero value in terms of income > taxes or Return considerations. I would be willing to delete all the > earlier register entries prior to exporting, if that were a solution. > A side benefit of restricting the data is "loosing" many dozens of > investments and associated transactions, price histories, etc. > > I have read the importation limitations for Quicken for Mac 2007 and > do not see those as a problem. > > I suspect accomplishing this task may result in more than one thread > at this newsgroup, so for this thread, I would like > suggestions/comments on these items: > > #1 What would be best way be to transfer only a date limited portion > of my investment data into Quicken for Mac? (Options are export from > Quicken for Windows or Download from my Broker which is Charles > Schwab.) > > #2 What are the suggested way(s) to transfer non investment data? > i.e. should I do this all at once or try and export/import individual > accounts one at a time? It appears to me, I have the option of > exporting either individual accounts or all accounts. I assume I > could export all accounts and then delete say the investment accounts > if that approach were useful. > > Obviously I do not know much about doing this, so if anyone has > suggestions or comments, I am very willing to read. > > Thank you and have a nice day. > - > Email will be: > 2Cybers at gmail-dot-com > > Gordon Potter > Atlanta, GA > USA In case you have not read this on Quicken s support site here is how they say a conversion is done. http://quicken.intuit.com/support/articles/getting-started/upgrading-and-conversion/774.html Quicken for Mac support site http://quicken.intuit.com/support/mac.jsp Data that cannot be converted from Quicken for Windows to Quicken for Mac http://quicken.intuit.com/support/articles/getting-started/upgrading-and-conversion/5799.html or you can post your question in the Quicken Live Community - Quicken for Mac https://qlc.intuit.com/categories/category_page/108
From: Gordon on 20 Dec 2009 10:28 On Sun, 20 Dec 2009 04:01:18 -0800 (PST), jslcr1 <jsl1305(a)hotmail.com> wrote: > >In case you have not read this on Quicken s support site here is how >they say a conversion is done. > >http://quicken.intuit.com/support/articles/getting-started/upgrading-and-conversion/774.html > >Quicken for Mac support site http://quicken.intuit.com/support/mac.jsp > >Data that cannot be converted from Quicken for Windows to Quicken for >Mac >http://quicken.intuit.com/support/articles/getting-started/upgrading-and-conversion/5799.html > >or you can post your question in the Quicken Live Community - Quicken >for Mac https://qlc.intuit.com/categories/category_page/108 Read those - I am still wanting to eliminate the older investment data. - Email will be: 2Cybers at gmail-dot-com Gordon Potter Atlanta, GA USA
From: jslcr1 on 20 Dec 2009 12:31 On Dec 20, 9:28 am, Gordon Potter wrote: > On Sun, 20 Dec 2009 04:01:18 -0800 (PST), jslcr1 <jsl1...(a)hotmail.com> > wrote: > > > > >In case you have not read this on Quicken s support site here is how > >they say a conversion is done. > > >http://quicken.intuit.com/support/articles/getting-started/upgrading-... > > >Quicken for Mac support sitehttp://quicken.intuit.com/support/mac.jsp > > >Data that cannot be converted from Quicken for Windows to Quicken for > >Mac > >http://quicken.intuit.com/support/articles/getting-started/upgrading-... > > >or you can post your question in the Quicken Live Community - Quicken > >for Machttps://qlc.intuit.com/categories/category_page/108 > > Read those - I am still wanting to eliminate the older investment > data. > - > Email will be: > 2Cybers at gmail-dot-com > > Gordon Potter > Atlanta, GA > USA Why delete the data. If you can you can always hide some of the accounts that you do not use. Same for investments. I have over 10 years of info. Never delted anything. Just hid closed accounts and marked those investments that I do not follow hidden. Maybe someone else out there can voice their ideas and give you more direction.
From: John Pollard on 20 Dec 2009 20:53
Gordon Potter wrote: > Read those - I am still wanting to eliminate the older investment > data. The Quicken File > File Operations > Copy, and the File > Export > QIF file routines allow you to select a date range. You can also delete transactions from the exported QIF file using something like Notepad. -- John Pollard |