How to merge Reckon Accounts Personal Plus files

Nicholas Lloyd-Shrimpton
Nicholas Lloyd-Shrimpton Member Posts: 2
edited August 2020 in Reckon Accounts (Desktop)
I am using Reckon Accounts Personal Plus and while on holidays for 7 months I started a new file to track our family holiday expenses. Now that we are home can the two accounts be combined in some way?

Initially I thought I could open both files and copy and paste transactions from one to the other.

Comments

  • Inigo
    Inigo Member Posts: 193
    edited April 2015
    Hi Nicholas,

    You cannot 'copy/paste' from one data file to another.

    The option to 'export' transactions out of a data file was removed many versions ago.

    What you may like to consider is a CSV-to-QIF or XL2QIF converter which would allow you to take a 'transaction' report from your Reckon Accounts Personal Plus data file (the one that contains your holiday expenses), 'export' that report to an Excel compatible format (CSV) and then convert that to a QIF file that you can import into your other data file.


    -IM

  • Nicholas Lloyd-Shrimpton
    Nicholas Lloyd-Shrimpton Member Posts: 2
    edited April 2014
    Thanks Inigo. I found a file converter macro for excel that worked well. Thanks  for your assistance.