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From: John Pollard on 28 Oct 2009 09:27 mmurrell wrote: > On Oct 27, 8:37 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: >> You only have a QTX file if you ran the Tax Planner. You never need >> the IDX file (Quicken will recreate it if it's missing). >> >> The other two files would definitely be necessary for YOU, but may >> not be necessary for your attorney. The QEL file contains your >> online account setups and the identifiers of the transactions you've >> downloaded. And the QPH file contains your security price history. >> >> The only file that is absolutely required is the QDF file; if any of >> the other regular files are missing, Quicken creates new ones next >> time you run it: the new QEL and QPH files will be empty; the new >> IDX file will have basically the same contents it had before. And >> Quicken won't create a QTX file unless you run the Tax Planner. > One other question. If I do not send > the QEL file, but did download transactions into several accounts, > will the attorney still be able to read those transactions? I don't > care if he does not have the online account set ups....but will he > need the "identifiers" to read the transactions? The purpose of the identifiers (created by the financial institution and included in downloads) is to insure that Quicken (or Money, or Mint, etc.) doesn't process the same (downloaded) transaction more than once; so no, your attorney won't need the contents of the QEL file. > I did not use the tax planner, and there are no securites on this > file. > > Also, I am running quicken 2009 Home and Business. He only had > Quicken 2008 but because of this file, (and he said he needed to > anyway) he is going to upgrad to Quicken 2010. Will he be able to > read this lonely 2009 .QDF file with his new 2010? The attorney will need Q2009 or later to use your Q2009 data; and although I don't have Q2010, the attorney should be able to have Q2010 convert the Q2009 file with no problems (caveat: I don't know of anyone doing a "conversion" without the non-QDF files present - if necessary, you could send him empty QEL and QPH files). You might want to make sure that you do not have any downloaded, but not Accepted, transactions in the QDF file. And you might want to send a Validated Quicken Copy of your data (the QDF file). Though, theoretically, neither should be necessary. -- John Pollard
From: mmurrell on 28 Oct 2009 21:19
On Oct 28, 8:27 am, "John Pollard" <8plus7...(a)gmail.com> wrote: > mmurrell wrote: > > On Oct 27, 8:37 pm, "John Pollard" <8plus7...(a)gmail.com> wrote: > >> You only have a QTX file if you ran the Tax Planner. You never need > >> the IDX file (Quicken will recreate it if it's missing). > > >> The other two files would definitely be necessary for YOU, but may > >> not be necessary for your attorney. The QEL file contains your > >> online account setups and the identifiers of the transactions you've > >> downloaded. And the QPH file contains your security price history. > > >> The only file that is absolutely required is the QDF file; if any of > >> the other regular files are missing, Quicken creates new ones next > >> time you run it: the new QEL and QPH files will be empty; the new > >> IDX file will have basically the same contents it had before. And > >> Quicken won't create a QTX file unless you run the Tax Planner. > > One other question. If I do not send > > the QEL file, but did download transactions into several accounts, > > will the attorney still be able to read those transactions? I don't > > care if he does not have the online account set ups....but will he > > need the "identifiers" to read the transactions? > > The purpose of the identifiers (created by the financial institution and > included in downloads) is to insure that Quicken (or Money, or Mint, etc.) > doesn't process the same (downloaded) transaction more than once; so no, > your attorney won't need the contents of the QEL file. > > > I did not use the tax planner, and there are no securites on this > > file. > > > Also, I am running quicken 2009 Home and Business. He only had > > Quicken 2008 but because of this file, (and he said he needed to > > anyway) he is going to upgrad to Quicken 2010. Will he be able to > > read this lonely 2009 .QDF file with his new 2010? > > The attorney will need Q2009 or later to use your Q2009 data; and although > I don't have Q2010, the attorney should be able to have Q2010 convert the > Q2009 file with no problems (caveat: I don't know of anyone doing a > "conversion" without the non-QDF files present - if necessary, you could > send him empty QEL and QPH files). You might want to make sure that you > do not have any downloaded, but not Accepted, transactions in the QDF > file. And you might want to send a Validated Quicken Copy of your data > (the QDF file). Though, theoretically, neither should be necessary. > > -- > > John Pollard- Hide quoted text - > > - Show quoted text - Thanks so much for sharing your great knowledge. We are very luck to have such an expert to go to. |