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| In microsoft.public.money, Cazzy123 wrote: - quote - > Due to difficulties downloading statements I have opened a new Money folder
I wonder if starting over was your best choice. But in direct answer> 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. 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. |
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| 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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