Is there a way to convert data to a generic (known) format

  • 1
  • Question
  • Updated 3 years ago
  • Answered
I have many years of Reckon Personal Accounts data (including shares) that I would like to convert to a generic format.   Is this possible?   Once in a generic (known) format I can then deal with the raw data.

My reason is that I have subsequently written (nearly finished) my own personal accounts program and would like to import my existing data.
Photo of st

st

  • 2,250 Points 2k badge 2x thumb

Posted 4 years ago

  • 1
Photo of Rav

Rav, Community Manager

  • 93,196 Points 50k badge 2x thumb
Hi Steven,

From what I understand, exporting data is not possible, you can however generate reports and export them in .csv format 
Photo of Robyn Kelly (Partner)

Robyn Kelly (Partner), Accredited Partner

  • 5,122 Points 5k badge 2x thumb

When in Reckon Personal, if you click on CTRL + SHIFT + Z you will then have a new menu in FILE > EXPORT where you can export a QIF file.

Regards, Robyn Kelly

Photo of Chris Appleby

Chris Appleby

  • 634 Points 500 badge 2x thumb
But it won't give you price histories.
Photo of st

st

  • 2,250 Points 2k badge 2x thumb
Again, thanks Robyn, that did the trick.   For me to further manipulate the data, it requires a bit of fiddling as you can only export to QIF per account.   At least now I can manipulate the data.

As regards Price Histories, it appears they're included as well, as I clearly saw past dates of stocks and their prices.   What it didn't include was  the associated volume, open, high and low price. 

In my copy of Reckon 2016 (personal) the only options under Export were Addresses and Desktop Super.   Ctrl Shift Z added the QIF menu item. 
Photo of Robyn Kelly (Partner)

Robyn Kelly (Partner), Accredited Partner

  • 5,122 Points 5k badge 2x thumb

Chris I think you'll find this changed from version 2008 onwards that the QIF export doesn't appear automatically.

ALSO, if you go to the price history for each share - you can then print and click on the EXPORT TO:  tab-delimited (Excel compatible) disk file.

This will then export price history for that share to .txt format.  You can then right click once saving the file & open in excel.

You will need to repeat for each share.

 Hope that helps?

Regards, Robyn Kelly

Photo of Robyn Kelly (Partner)

Robyn Kelly (Partner), Accredited Partner

  • 5,122 Points 5k badge 2x thumb

Steven - not sure if you saw above reply we must have been typing at the same time :-)


Photo of st

st

  • 2,250 Points 2k badge 2x thumb
Robyn, yes, I hit the submit button 10 seconds before you.   Read your reply and makes sense.
Photo of st

st

  • 2,250 Points 2k badge 2x thumb
For those interested, I googled, "Anatomy of QIF" and came across this site: https://goo.gl/9yzplg.   It's what I'll be referring to  in order to manipulate the data (I'll have to match up all the transactions from many separate QIF files) before importing into my system. 
Photo of Live4life

Live4life

  • 440 Points 250 badge 2x thumb
Steven and Robyn,
Thanks for your CTRL + SHIFT + Z and https://goo.gl/9yzplg information. I now have a possible escape  -  having used Quicken/Reckon since 1992.
I look forward to reading more of your journey Steven, if you are willing and/or able to share it.
Photo of st

st

  • 2,250 Points 2k badge 2x thumb
No problems and I'm more than willing to share my experience as conversion progresses but, I am mindful that this is probably not the right forum to delve into the nitty gritty of the details.   Check my profile if you want to touch base.
Photo of Lish

Lish

  • 60 Points
I too am trying to export to a QIF file, I have upgraded from 2009 to 2015, but the CTRL+SHIFT+Z isn't working for me. Any suggestions?
Photo of st

st

  • 2,250 Points 2k badge 2x thumb
Hi Lish, I'm not sure if Reckon would pick up on your comment in this thread.   It may be better to create a new thread purposely asking Reckon why CTRL-SHIFT-Z doesn't work.
   
Photo of Robyn Kelly (Partner)

Robyn Kelly (Partner), Accredited Partner

  • 5,122 Points 5k badge 2x thumb
What product are you using please Lish?
(Edited)