Friday, June 12, 2009

Intuit Still Bites! I found a workable but lame solution to my problem.

As stated in a previous post, I've been hobbled by intuit's inability to purge or export / import transactions. I can't remove a year of transactions because once I do, I can NEVER get them back. Or so I was led to believe.

It used to be, you could easily export a QIF file, and Import it back into the file, clean and simple. However, as of Quicken 2006, they removed the ability to import QIF files into Checking, Savings, or any other account type that you might want to - what??? that's right, any account you might want to download from a financial institution. Why? because intuit charges banks to allow customers to download OFX files into quicken. Unfortunately this precludes us lowly customers from being able to import exported transactions into any of these type of accounts, which means repair of our quicken file is nearly impossible.

Or so I thought.

They keep QIF arround for import of transactions into CASH accounts. Not sure what their logic is here, but it appears to me, as though the reason for this is exactly what I'm about to describe to you now.

If you want to import a set of transactions from one quicken file into another:

1) backup your files because if you mess this up (accidentally import into the wrong account or something)
2) export the transactions from your original file
3) open the other file.
4) create a dummy cash file called something like "IMPORT"
5) import the QIF, be sure to import to the IMPORT account.
6) select all the transactions in the IMPORT account and right-click CUT them.
7) switch to the account you want these transactions in, and paste.
8) ... oh that's it, we're done... check your ballances, maybe reconcile but that's it.

I think the whole reason for this hassle and headache is simply so that quicken can control WHO gets to download transactions into their software.

Seriously, if I can find an open source solution that does what I need it to, I'm switching. This BITES!

But as I mentioned before - at least now I can deal with my files in a reasonable way.

:) Cheers! (to all but the bone-heads at Intuit)

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