Microsoft KB Archive/114641

Money: Importing Quicken 3.0 for Windows Files into Money

PSS ID Number: Q114641 Article last modified on 08-17-1998

WINDOWS:3.0,4.0,4.0a,5.0,98,99

WINDOWS

================================================================ ==

The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 Microsoft Money version 5.0 for Windows 95 Microsoft Money version 4.0 and 4.0a for Windows 95 == Microsoft Money version 3.0 == 

= SUMMARY =

This article describes how to import Quicken version 3.0 for Windows data files into Microsoft Money version 3.0 and Money version 4.0 for Windows 95.

NOTE: Money 99, 98 and 5.0 have a Quicken Import Wizard which simplifies the process, but you can also use the procedure described in this article.

= MORE INFORMATION =

To import Quicken files into Money, follow these steps:

Quicken 3.0 for Windows
  Run Quicken.   On the File menu, click Export. </li>  In the QIF File To Export box, enter a name and path for the QIF File you are exporting. (NOTE: You may want to give the file a similar name to the account you are exporting.) </li>  In the Quicken Account To Export box, select the account you want to export. </li>  Under Export Items, select the information you want exported with the file. You can include the following information in your export file:  Transactions</li> Account list</li> Category list</li> Memorized transactions</li></ul> </li>  When you are finished, click OK. </li>  Repeat steps 2-6 to export the remaining accounts in your Quicken file. </li></ol>

NOTE: You will have to create one QIF file for each account in Quicken. For example, if you have a Bank Account, a Credit Card Account, and an Investment Account, you need to make three separate QIF files.

To import a Quicken account into Money, follow these steps:

<ol style="list-style-type: decimal;">  Create a new file in Microsoft Money. </li>  On the File menu, click Import. </li>  In the Import dialog box, select the QIF files you want to import. Use the appropriate method for your version of Money. Money 3.0: To quickly select all of the QIF files in the list, click Select All. Money 4.0 and Later: You must manually select all QIF files to import (there isn’t a Select All button). To select more than one file, press and hold down CTRL while you click the files. The Help button in the Import dialog box includes step-by-step instructions. Click OK. NOTE: It is important to import all of the investment accounts first. If you export all of the .QIF files at one time, Money will be unable to create the Associated Investment Cash Accounts. Also, if you import accounts one at a time, Money duplicates transferred transactions between the imported accounts. </li>  Money will now prompt you to assign the information to the appropriate accounts. If the account is not listed in the box, click Create and Money will add it to the file. </li>  Money will finish importing the QIF file and then automatically start processing the next QIF file. Repeat step 5 for each QIF file you are importing. </li></ol>

NOTE: It is extremely important that you read each import dialog box screen Money displays. These dialog boxes tell you what information you are importing and where you are assigning the information in Money.

Information About Importing Investment Accounts
 <li> This is a two-step process. Money will create an associated cash account and the investment account. When Money is importing the information associated with the cash account, it will give you the option of assigning that information to Cash:. When Money is importing the actual investment information (for example, 100 shares of MSFT stock at $80.00/share), it will give you the opportunity to create the investment account and enter the investment information such as the stock symbol, tax status, and comments. </li> <li> The stock symbols, contact person, phone number, account numbers, and so on do not transfer from the Quicken file. </li> <li> Not all of the investment options transfer correctly from Quicken. For example, Money does not have a Reinvest Long term Capital Gains option like Quicken. If the investment refers to an investment option that does not exist in Money, the following information will be entered into that field: Imported information was incorrect </li> <li> When importing investment accounts, you will be asked for all information on your investments again, such as par value for bonds, and symbol for stocks. All information in the Investment list must be re-entered. </li></ul>

Other Issues
The following information does not transfer from Quicken:


 * Loans Accounts
 * Payee lists
 * Payee addresses

Money has a limit of 253 categories and subcategories. You may reach the category limit while importing your Quicken accounts.

The third-party product discussed here is manufactured by a vendor independent of Microsoft; we make no warranty, implied or otherwise, regarding this product’s performance or reliability.

= REFERENCES =

“Microsoft Money User’s Guide,” version 3.0, Appendix A

= Additional query words: interchange format transfer Intuit 97 6.0 7.0 dolly =

Keywords : kb3rdparty kbdta kbconversion Version : WINDOWS:3.0,4.0,4.0a,5.0,98,99 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.