Recategorizing / bulk acount changing

[David T.]

Elwood,

This is just a note to offer a different perspective. jcard21's advice is certainly one way to go, and one that many on the list have done in the past. I migrated more in the manner you've described, though.

My experience (8 years ago, mind you, so maybe a little dimmed in memory) was that I used the approach that you did. I used Quicken for 13 years, and wanted my historical data available to me in GnuCash. I found that I could export all my Quicken data in QIF (including accounts and categories), and then import the QIF into GnuCash with a pretty high accuracy. 

This worked well for me in part because I was always pretty careful to categorize my transactions in Quicken. However, I found a number of spots where I had missed things, or wanted them to import differently in GnuCash, so I went back into Quicken (which admittedly had better tools for this) and altered the categories and transactions to better match up with what I wanted in GnuCash.

Once I had imported the data into GnuCash, I have not gone back.

Cheers,
David


________________________________
 From: jcard21 xxxxxxx <jcard21+gnucash at gmail.com>
To: Elwood <elwoodblues at bellsouth.net> 
Cc: "gnucash-user at gnucash.org" <gnucash-user at gnucash.org> 
Sent: Friday, February 7, 2014 7:04 AM
Subject: Re: Recategorizing / bulk acount changing
 

On Thu, Feb 6, 2014 at 10:10 PM, Elwood <elwoodblues at bellsouth.net> wrote:
> i just hope I'm not reorganizing for 10 years.  I'm trying to move from Quicken 2002 to GnuCash.  My initial import attempt revealed a variety of issues, some of which need to be changes in my import settings, but many of which were simply recategorization/account shifting problems.
...snip...


I've used Managing Your Money by Andrew Tobias (9 years during the
1980s-1990s), Quicken (late 1990s-200x), spreadsheets, and now gnuCash
since 2009.

My suggestion to you:

1) Do NOT try to import historical Quicken data into gnuCash. gnuCash
uses double-entry bookkeeping; Quicken does not. The conversion is not
worth the effort (in my opinion!).

2) From within Quicken, run annual reports of your data and save them
to your computer. Use some report file naming convention like:

ccyymmdd_hhmm_Quicken_ccyy_ABC_Report.txt (or .htm or .pdf ... I
prefer .txt files.)

PS: You should be doing this every quarter/year, anyway!

Back everything up!!!

Use gnuCash from here on in.

---
jcard21

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