cat list

[ElkGroveKnez]

Can I transfer my cat. list to another quicken file? Can I save it to a .qif
file? How can I do this? Thank you in advance!!

[John Blaustein]

Richard,

Here's what the Quicken 2005 H&B Help file says:

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Export data from one Quicken account or file to another
1.. If you are copying the data to an external disk, place the disk in the
disk drive.
2.. Choose File menu > Export > QIF file.
3.. In the QIF File to Export to field, enter a name for the QIF file.
Enter the name of the new file you're creating to contain this data.
There's no need to add the .QIF extension; Quicken adds it for you.
4.. In the Quicken Account to Export from list, select the account from
which to export transactions.
If you're exporting data only from lists and not transactions, it doesn't
matter which account you select here.
5.. In the Include Transactions in Dates field, enter the dates of
transactions to export.
To export only those transactions that occurred during a specific interval
of time, enter the beginning and ending dates of that time interval.

To export all transactions, enter the dates of the first and last
transactions in your register or transaction list.
6.. In the Include in Export list, select the items to include in the
export.
a.. Select Transactions to include the data in the account's register or
transaction list.
b.. Select Account List to include all your accounts.
c.. Select Category List to include the Class List in addition to your
list of categories.
d.. Select Memorized payees to make available from QuickFill and the
Memorized Payee List all the transactions you had Quicken memorize in the
previous file.
e.. Select Security Lists to include all your securities, security
prices (including price histories), security types, and your investment
goals.
f.. Select For Macintosh Users to includes securities, security prices,
and the last-saved budget so you can import them to a Quicken for Macintosh
file.
g.. Select Business Lists to include invoice items and all templates
(only in Quicken Premier Home & Business).
7.. Click OK.
Quicken creates the .QIF file.
8.. Import the QIF file into Quicken.
QIF import is available only for asset and liability accounts (including
house and vehicle), credit card accounts, and cash accounts. If you have
purchased Quicken Premier Home & Business, you can use QIF to import
accounts payable accounts and invoice accounts as well. QIF import is also
available for any exported list.

QIF import is not available for checking, savings, 401(k), or any other
brokerage accounts. To import transactions into these types of accounts, see
the improved download solution replacing QIF.
Note
To set up a new file with your existing lists, use Export and Import to copy
everything except the transactions from an existing file. After copying the
list information, you can make changes to the lists at any time.

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It looks like you can click File>Export>QIF File and check the options you
want. (While in that dialog box, click Help.)

John



"Richard Knez" <elkgroveknez@comcast.net> wrote in message
news:rs-dnWbdeJkyRT7cRVn-rA@comcast.com... Can I transfer my cat. list to another quicken file? Can I save it to a .qif file? How can I do this? Thank you in advance!!