1997-11-27 00:09:05 -06:00
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<!DOCTYPE HTML PUBLIC "-//IETF//DTD HTML//EN">
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<html>
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<head>
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<title>Quicken User's Guide</title>
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</head>
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1997-11-30 01:51:09 -06:00
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<body bgcolor=#eeeeee>
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1997-11-29 03:40:03 -06:00
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<h1>Quicken (TM) User's Guide</h1>
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Not all accounting systems use the same words for the same
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concepts. Below follows some notes for
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users accustomed to Quicken products.
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<h2>Categories</h2>
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What Quicken calls "Categories" are really just
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<a href="xacc-expense.html">Income/Expense accounts</a>.
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Thus, if you are used to specifying a category in Quicken,
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just create an income/expense account of the same name in
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X-Accountant, and use that as a category.
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1997-11-29 03:40:03 -06:00
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<h2>Quicken QIF File Import</h2>
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X-Accountant supports the import of Quicken Import Files
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(QIF). (Note: Only Quicken Version 3.0 QIF has been tested).
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Due to the curious nature of QIF, please read this section
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carefully, or you may be disappointed with the results.
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<p>
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To create a Quicken QIF file, start Quicken (yes, it works
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Wine, and probably Wabi too), choose the menu "File"
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and select the "Export..." menu entry. Under Quicken
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Version 3.0, you can only export one account at a time,
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and thus, exporting will prove to be a tedious process.
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When exporting, note that there are a series of check
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boxes marked "Transactions", "Accounts List", "Category
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List", etc. For best results, you will want to make
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sure that these three are checked. If you do *not*
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check the "Accounts List" box, then the name of your
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account will be lost.
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<p>
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To import a Quicken QIF file, choose the menu "File"
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and select the entry "Import QIF". The imported wile
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will be merged with whatever other data you currently
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have in X-Accountant. This merge allows multiple
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Quicken accounts to be imported and merged into
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one account group. Note that during merge, a scan
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is made for duplicate transactions, and duplicates
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are removed. A duplicate transaction is one
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where the date, description (payee), memo, quantity, share price,
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and debited/credited accounts or categories match exactly.
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Thus, the merge should be safe unless you have multiple
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transactions on the same date, to the same account,
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for the same amount, with the same description and memo.
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<p>
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Note that when the "Accounts List" and "Category List"
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is exported from Quicken, <b>all</b> accounts and
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categories will be exported, even if they are empty,
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and contain no transactions. When these are imported,
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they will appear as accounts with a balance of zero.
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If you do not need or use these accounts, delete them.
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A future X-Accountant enhancement will allow you to
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delete them en-masse, or to make them invisible without
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deleting them.
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1997-11-27 00:09:05 -06:00
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</body>
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</html>
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