The next thing you need to do is go into all your investment accounts and make sure that every transaction is reconciled (R) or cleared (c).Īnd if possible it would be nice to do it in your regular accounts too. quickencommunity/topics/i-just-succeeded-in-recreating-my-data-file-using-a-qif-export-import You might also be interested in this discussion about the pitfalls of a QIF import. That file will be called: QIF_FILENAMEXfrsAsCategories.QIF It will produce another QIF file with the transfers changed to categories. Just save it somewhere like your Desktop, and drag and drop your QIF file on it (be to run it through CleanQIF first). You can download the program to change the transfers from HERE. But it also means that you don't have to worry about the cleared status in the Mac file, because there won't be any transfers to duplicate by mistake. Note that you still would have to pre-create any account that wouldn't get the right account type if created by importing a QIF, as I describe below.

Turning off all the options in Quicken Windows before the import isn't needed with this process. This means that I have found that I can do the import process with nothing more than creating a new data file, setting it up, including removing the existing categories just so only my categories are there, importing this QIF file, and then just do accept all in every account that has a red flag on it.

I guess my best advise is to try the procedure starting with Exporting QIF from Quicken Mac, and if that doesn't work then try it with this procedure that will change the transfers to categories. This will break the links between the two accounts, and as such you can't jump between accounts on a transfer, but it does mean that Quicken does the right thing as far as importing, and getting all the amounts correct. I wrote a program that changes all the transfers in the QIF to categories, like xfrACCOUNT_NAME. So recently I took a different approach that proved a lot more successful.

UPDATE: With my data file that has over a hundred accounts I was never able to get a very good import because Quicken's handling of transfers always messed things up.

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