D.W. Export/Import

#2 09-13-2006, 08:04 PM

Take a look at this article from MSFT:

http://support.microsoft.com/kb/178830/

Regards

Bill Wood

"Kevin" <nospam[at]nospam.com> wrote in message
news:%23wfkJcN1GHA.1132[at]TK2MSFTNGP02.phx.gbl...
- quote -

> D. Watson,
> A few years ago I did an Export/Import (loose .qif) of my money file.
> At the time, I compiled a little cheat sheet concearning Investment
> accounts
> and their associated Cash accounts.
> I just wanted to touch base with you and compare notes regarding this
> matter.
> The way I understand it is:
> When exporting brokerage accounts to .QIF files, put an underscore in
> front of
> the name of the brokerage account so you can associate the corresponding
> cash
> account to it.
> Example:
> _Fidelity.qif
> FidelityCash.qif
> Although I thought I once read this in your UMPMFAQ's I couldn't find it.
> I'd appreciate it if you could just let me know if my Example it correct.
> Thanks,
> -Kevin

#1 09-10-2006, 08:28 PM

Thanks Dick I'll give it a shot

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23uXbLMR1GHA.3372[at]TK2MSFTNGP04.phx.gbl...
- quote -

> I believe your example is correct.
> Cal Learner has posted details for a Best Practices QIF export/import from
> time to time. You might do an advanced search of group
> microsoft.public.money at http://groups.google.com.
> "Kevin" <nospam[at]nospam.com> wrote in message
> news:%23wfkJcN1GHA.1132[at]TK2MSFTNGP02.phx.gbl...
> > A few years ago I did an Export/Import (loose .qif) of my money file.
> > > At the time, I compiled a little cheat sheet concearning Investment
> > accounts
> > and their associated Cash accounts.
> > > I just wanted to touch base with you and compare notes regarding this
> > matter.
> > > The way I understand it is:
> > When exporting brokerage accounts to .QIF files, put an underscore in
> > front of
> > the name of the brokerage account so you can associate the corresponding
> > cash
> > account to it.
> > > Example:
> > _Fidelity.qif
> > FidelityCash.qif
> > > Although I thought I once read this in your UMPMFAQ's I couldn't find it.
> > > I'd appreciate it if you could just let me know if my Example it correct.

09-10-2006, 07:55 PM

I believe your example is correct.

Cal Learner has posted details for a Best Practices QIF export/import from
time to time. You might do an advanced search of group
microsoft.public.money at http://groups.google.com.

"Kevin" <nospam[at]nospam.com> wrote in message
news:%23wfkJcN1GHA.1132[at]TK2MSFTNGP02.phx.gbl...
- quote -

> A few years ago I did an Export/Import (loose .qif) of my money file.
> At the time, I compiled a little cheat sheet concearning Investment
> accounts
> and their associated Cash accounts.
> I just wanted to touch base with you and compare notes regarding this
> matter.
> The way I understand it is:
> When exporting brokerage accounts to .QIF files, put an underscore in
> front of
> the name of the brokerage account so you can associate the corresponding
> cash
> account to it.
> Example:
> _Fidelity.qif
> FidelityCash.qif
> Although I thought I once read this in your UMPMFAQ's I couldn't find it.
> I'd appreciate it if you could just let me know if my Example it correct.

#-1 09-10-2006, 12:45 PM

D. Watson,

A few years ago I did an Export/Import (loose .qif) of my money file.

At the time, I compiled a little cheat sheet concearning Investment accounts
and their associated Cash accounts.

I just wanted to touch base with you and compare notes regarding this
matter.

The way I understand it is:
When exporting brokerage accounts to .QIF files, put an underscore in front
of
the name of the brokerage account so you can associate the corresponding
cash
account to it.

Example:
_Fidelity.qif
FidelityCash.qif

Although I thought I once read this in your UMPMFAQ's I couldn't find it.

I'd appreciate it if you could just let me know if my Example it correct.

Thanks,
-Kevin

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