How to Export 20 years of Reckon Personal data

Stephen_7060871
Stephen_7060871 Member Posts: 12 Reckoner Reckoner
in Personal Plus and Home & Business

Hi,

I am looking at various MAC OS software options & want to know how best to export such a large amount of data. I have numerous bank accounts over the years plus I use the Share Investment component of Reckon.

From what I can see if I press CTRL + SHIFT + Z, then I can export to QIF file but it is only 1 account at a time.

Now what happens when I try to import that file & there are Account to Account transfers? Will the new software sort this out when I import the second account or will I get duplicate unrelated transactions?

Interested to hear from anyone who has attempted this?

Thanks,

Stephen

Comments

  • Eric Murphy
    Eric Murphy Member Posts: 218 Reckoner Reckoner

    It's the only export option as far as I know. But as for importing wouldn't that be a question to pose to the new software provider?

  • Stephen_7060871
    Stephen_7060871 Member Posts: 12 Reckoner Reckoner

    Thanks Eric - yes I agree the importing question is better suited to the new platform but I hoped maybe someone would have some suggestions.

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