Re: What's the best way to get my quicken Windows data to Mac?

On 12/18/2024 9:23 AM, Arthur Conan Doyle wrote:
> Evan Platt <[email protected]> wrote:
> 
>> File / Export / QXF on Windows. One of my cecking accounts is $600.
>> When I import it into Mac, it has an ending balance of $230,000.
> 
> 
> You might check the very first transaction (Opening Balance). I was having a
> problem for a while where that should have been zero, but was changed to some
> random number. The other thought is to run a data validate before you transfer
> the file. Make a backup first...
> 
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I've had that opening balance issue as well as some of us have discussed 
in this NG earlier.

Two other options, neither one might be "satisfying".

1. Just accept a correcting transaction during your next reconciliation 
after you've verified you're ok with the transactions in your register. 
Don't worry about it moving forward.  (This was you keep your payment 
history past and present in the same file).  (This is actually akin to 
Evan's idea of modifying the opening balance.)

2. Cut and run.  Create new Quicken files on the new computer from 
scratch and move on from there.

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Regards -

- Andrew