Microsoft KB Archive/902464

= How to import financial data files from most personal finance programs or from Quicken into Money =

Article ID: 902464

Article Last Modified on 8/2/2007

-

APPLIES TO


 * Microsoft Money Essentials
 * Microsoft Money Plus Deluxe
 * Microsoft Money Plus Home & Business
 * Microsoft Money Plus Premium
 * Microsoft Money 2007 Deluxe
 * Microsoft Money 2007 Home & Business
 * Microsoft Money 2007 Premium
 * Microsoft Money 2006 Deluxe
 * Microsoft Money 2006 Premium
 * Microsoft Money 2006 Small Business
 * Microsoft Money 2006 Standard
 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition

-





INTRODUCTION
This article describes how to import financial data files from most personal finance programs or from Quicken into Microsoft Money.



Convert or import an earlier version of a Money data file into a new version of Money
When you install a new version of Money, Money automatically locates your previous Money data file and prompts you to convert the file.

If Money does not automatically locate your Money data file, or if you want to convert a different Money data file, follow these steps:
 * 1) Start Money.
 * 2) On the File menu, click Open.
 * 3) In the Files of type box, click All Money Files (*.m1?, *.mn?, *.mbf, *.bak, *.cek).
 * 4) Locate and then click the file that you want to open. Then, click Open.

Notes
 * By default, Money data files are located in the My Documents folder.
 * All Money data files are named with a .mny file name extension. For example, a Money data file might be named MyMoney.mny.
 * When you upgrade to a newer version of Money, Money creates copies of your Money data files that have a .m extension. In the file name extensions of these copies,   is the version number. For example, if you upgrade from Microsoft Money 2004 to Microsoft Money 2006, the saved copy of your upgraded Money data file will have the extension .m12 because Money 2004 is version 12.

Convert or import a Quicken file into Money
When you convert a Quicken file, Money creates a new file that contains the same data. Your original Quicken data remains untouched so that you can still use the data in Quicken. After Money finishes the conversion process, Money shows you a summary of your converted accounts and balances. The summary also includes any issues that had to be resolved during the conversion.

Money can only convert a Quicken file from the year before the version of Money that you are using or an earlier version. For example, Money cannot convert a Quicken 2007 file but can convert a Quicken 98 through Quicken 2006 file.

Note If you have a password on the Quicken data file, Money cannot read the information correctly. Open the file in Quicken, remove the password, and then continue with the conversion to Money. After you start Money, you can re-add your password. To do this, click Password Manager on the File menu.

To convert a Quicken data file to Money, follow these steps:
 * 1) Back up your Quicken data file. For more information about how to back up files in Quicken, see the Quicken product documentation.
 * 2) Start Money.
 * 3) On the File menu, click Convert Quicken File.
 * 4) In the Convert Quicken File dialog box, locate and then click your Quicken data file. By default, this file is named Qdata.qdf.
 * 5) Click Convert.
 * 6) Follow any prompts that you receive.

Important When you convert or export and import data from Quicken to Microsoft Money, there are specific sets of data that Money cannot read. These include but may not be limited to the following.

When you convert the data from Quicken to Money:
 * User-defined custom securities are converted to Mutual funds.
 * Payee information that is entered in fields that Money does not support.
 * Accounts or information that Money does not recognize such as Vehicle Mileage.
 * The Memorized Transaction list.

When you export and import the data from Quicken to Money:
 * Your payee list.
 * Your bills list.
 * Any saved report information.
 * User-defined custom securities are converted to Mutual funds.
 * Accounts or information that Money does not recognize such as Vehicle Mileage.
 * The Memorized Transaction list.

Export and import .qif files from other financial programs into Money
Note Follow the steps that are listed in this method to import .qif files if Money cannot convert a Quicken data reference.

You can use Money to import a Quicken Interchange Format (.qif) file from any personal finance package that can export a .qif file. A .qif file is a specially formatted text file that is used to transfer data between financial programs. You can import .qif files as a convenient way to enter transactions into Money without having to retype the information.

The following personal finance programs can export .qif files:
 * Quicken for Windows
 * Quicken for MS-DOS
 * Quicken for MAC
 * CA-Simply Money
 * CheckFree for Windows

Export an account from Quicken and then import the account into Money
To export an account from Quicken Export one or more Quicken accounts to a .qif file or files, follow these steps:  Start Quicken. On the File menu, point to Export, and then click QIF File. In the QIF File to Export to box, type the path and the file name to which you want to export the file. In the Quicken Account to Export from list, click the account that you want to export.

Note We recommend that you export your accounts one at a time. We also recommend that you specify a file name that corresponds to each exported account. For example, assume that you have the following three Quicken accounts:  Checking Savings Retirement</li></ul>

In this situation, we recommend that you perform three export operations. We also recommend that you specify file names such as CheckingExport.qif, SavingsExport.qif, and RetirementExport.qif for the corresponding exported accounts.</li> Under Include Transactions in Date, specify the date range of the transactions that you want to export.</li> Click to select the check boxes of the items that you want to include in the export operation. For example, click to select the Transactions check box.

Note When you import a .qif file to Money, Money can only read the transactions information from that file.</li> Click OK.</li></ol>

Import an exported .qif file into Money
<ol> Start Money. Make sure that the data file into which you want to put the Quicken information is open. If you want to import the Quicken information into a new file, first create the new file. To do this, follow these steps: <ol style="list-style-type: lower-alpha;"> On the File menu, point to New, and then click New File.</li> In the File name box, type the name that you want to use for the new file, and then click OK.</li> Click Next, and then follow the steps to configure the new file.</li></ol> </li> On the File menu, point to Import, and then click Recover Accounts.</li> In the Import a File dialog box, click the .qif file or files that you want to import.

Important If you want to import multiple accounts, you must import all the .qif files at the same time. This helps avoid problems that might occur with transfer transactions. To select more than one file, press and hold the CTRL key while you click each file.</li> Click Import.</li> Click Yes if you receive the following error message during the import operation:

The .qif file contains a section of data that Money does not support. Do you want to continue importing the rest of the file?

Note You may receive this message multiple times, depending on the options that you selected when you exported the Quicken accounts.</li> In the Select Import dialog box, match the .qif file together with the correct Money account, and then click OK. For example, match the .qif file that corresponds to a Quicken checking account to a Money checking account.

Important We recommend that you read the information that appears in the Select Import dialog box very carefully to make sure that the correct Quicken account is matched with the correct Money account.

Note Repeat this step for each .qif file that you import.</li> When Money has completed importing the .qif files, click OK.</li></ol>

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, regarding the performance or reliability of these products.

For more information about how to use Money to import .qif files, click the following article number to view the article in the Microsoft Knowledge Base:

178830 How to export and import account information in Microsoft Money

Additional query words: Money2006 money2005 money2004 money2003 money2002 money2001 quicken convert error

Keywords: kbhowto KB902464

-

[mailto:TECHNET@MICROSOFT.COM Send feedback to Microsoft]

© Microsoft Corporation. All rights reserved.