On Mon, 2 Mar 2026 17:14:40 -0800
Byron Bray <[email protected]> wrote:
> Derek,
>
> I had thought of going back a few years, for the sake of expediency,
> and then going further back as time allowed. It sounds as if I am
> better off going back to the first transactions I ultimately want in
> the GnuCash file and going forward from there. I can keep using
> Quicken until that process is complete and reconcile the new
> transactions last.
>
> Thanks,
>
> - Byron
Byron
All of this should be done in small quantities, none intended to be the
main import, while you document what works and what does not.
You mention several times that you will go back to Quicken and
unreconcile everything. I do not think that this will achieve anything,
so please stop and allow all the offered options to sink in and then go
forward.
I think the pertinent parts are
Create your chart of accounts (whether imported or manual)
Take a small amount of Quicken data (time wise)
Import this one account at once to take advantage of the
Bayesian matching tool
Save every step, with a different name each time
I guess its about 30 years since I moved my data, and once it
is done we forget all the little tricks that helped.
Liz
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