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Old 05-21-2007, 05:58 PM
Cal Learner-- MVP
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Default Re: Merging Duplicate Accounts

In microsoft.public.money, Cazzy123 wrote:

- quote -

> Due to difficulties downloading statements I have opened a new Money folder
> and recreated the accounts which has solved the problems with the statements.
> Now I would like to know how I can merge the old and new accounts together
> so that I dont have to manually download everything again.


I wonder if starting over was your best choice. But in direct answer
to your question, the best choice available is File-> Export QIF
export from the old accounts in the old file and File-> Import *all
at once* into the new file.

If you want to do the QIF export/import, I would follow the steps
in http://support.microsoft.com/default...b;en-us;178830
except in the first step 4, I would suggest this: start the name of
the QIF file for the investment accounts with an underscore (_),
and start the name of QIF files for the cash accounts associated
with the investments with a letter. Thus you might have
_BrownInvestment.qif and BrownInvestmentCash.qif. This would cause
the investment account to be processed prior to the associated cash
account. When the BrownInvestment got created, you would specify
that you want to track the cash transactions. Then specify that
the cash transactions account for BrownInvestment was where the
BrownInvestmentCash.qif transactions get sent.

Then File-> Import ALL AT ONCE using Ctrl+<click> to select files.
Specify "New or Recovered" account when asked.

Of course you will use a different filename for the new file, and
you will have both versions to choose from when done. I would also
set up the backups to make sure they are using different names.
  #-1  
Old 05-21-2007, 05:38 PM
Cazzy123
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Posts: n/a
Default Merging Duplicate Accounts

Hi,

Due to difficulties downloading statements I have opened a new Money folder
and recreated the accounts which has solved the problems with the statements.
Now I would like to know how I can merge the old and new accounts together
so that I dont have to manually download everything again.

Thanks
 

Tags
accounts, duplicate, merging
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