View Full Version : Combining Accounts in Q2003
DickDon
09-25-2005, 10:14 PM
Is there a way to combine two accounts (credit card accounts) together?
I had been downloading credit card transactions from the credit card website
into Q2003 for a couple of years. Suddenly Quicken stopped letting me
download into that account - it didn't show the account when asking which
account I wanted to download to. (I had the account set to "activated" for
web access).
I called the credit card company and they said everything was OK on their
end and suggested I download into whatever account Quicken would let me. I
did that, but now have the transactions split into two Q accounts. I can't
find a way to "combine" or "merge" all the transactions of the two accounts
into one. I tried exporting and importing, and that gets the transactions
from the two accounts together, but goofs up all the other accounts.
Or should I just forget it and have the two accounts - one for before the
problem and one with all the transactions since?
Dick
John Pollard
09-26-2005, 04:48 AM
DickDon wrote: Is there a way to combine two accounts (credit card accounts) together? I had been downloading credit card transactions from the credit card website into Q2003 for a couple of years. Suddenly Quicken stopped letting me download into that account - it didn't show the account when asking which account I wanted to download to. (I had the account set to "activated" for web access). I called the credit card company and they said everything was OK on their end and suggested I download into whatever account Quicken would let me.
I think you should have just deactivated the old account for
online access, then it would have been eligible to be assigned
to the downloaded data. Too late now.
I did that, but now have the transactions split into two Q accounts. I can't find a way to "combine" or "merge" all the transactions of the two accounts into one.
I tried exporting and importing, and that gets the transactions from the two accounts together, but goofs up all the other accounts.
Saying it "goofs up all the other accounts" is imprecise and
uninformative. Is the problem because you have extra transfer
transactions because you still have transactions in two accounts
with the transactions from one account doubled up in the other
account. What happens when you delete the account you no longer
need thus removing all its doubled-up transfers?
Or should I just forget it and have the two accounts - one for before the problem and one with all the transactions since? Dick
--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup
DickDon
09-27-2005, 10:10 PM
Oh, sorry for the imprecise description. It may have been doubled up
transactions as you surmised. But I got so nervous about disrupting things
that I just restored the Quicken file from backup; so I can't verify exactly
what was wrong with the other accounts. I just noticed that one checking
account that had a positive few hundred dollars in it suddenly had a
negative 20 thousand and something. I'm going to use the new download
account and keep the old one for history. So, sorry again for starting
something and then wimping out, but since I'm getting into a hole I'm going
to stop digging. Thanks.
"John Pollard" <invalid@invalid.com> wrote in message
news:J6SZe.366758$x96.123890@attbi_s72... DickDon wrote: Is there a way to combine two accounts (credit card accounts) together? I had been downloading credit card transactions from the credit card website into Q2003 for a couple of years. Suddenly Quicken stopped letting me download into that account - it didn't show the account when asking which account I wanted to download to. (I had the account set to "activated" for web access). I called the credit card company and they said everything was OK on their end and suggested I download into whatever account Quicken would let me. I think you should have just deactivated the old account for online access, then it would have been eligible to be assigned to the downloaded data. Too late now. I did that, but now have the transactions split into two Q accounts. I can't find a way to "combine" or "merge" all the transactions of the two accounts into one. I tried exporting and importing, and that gets the transactions from the two accounts together, but goofs up all the other accounts. Saying it "goofs up all the other accounts" is imprecise and uninformative. Is the problem because you have extra transfer transactions because you still have transactions in two accounts with the transactions from one account doubled up in the other account. What happens when you delete the account you no longer need thus removing all its doubled-up transfers? Or should I just forget it and have the two accounts - one for before the problem and one with all the transactions since? Dick -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup
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