Microsoft KB Archive/125388

Money: How to Import a Money Report into an Access Database

PSS ID Number: Q125388 Article last modified on 08-18-1998

1.00 2.00 3.00 4.00 4.00a 5.0

WINDOWS

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The information in this article applies to:

 Microsoft Money 99 Microsoft Money 98 Microsoft Money version 5.0 for Windows 95 Microsoft Money versions 4.0, 4.0a for Windows 95 == Microsoft Money versions 1.0, 2.0, and 3.0 == 

= SUMMARY =

Microsoft Money exports reports in a tab-delimited format. The reports have some extra information that Microsoft Access does not recognize.

= MORE INFORMATION =

Access looks at the first row of the file to determine the number of fields. Because the first row of the report text file has a title, possibly followed by a date and some blank lines, Access thinks there is only one field to import. In this format, Access imports all of the data into one field. To resolve this issue, delete these lines.

Exporting a Report to a Text File
To export the report to a text file, use the appropriate method for your version of Money.

Money 99, 98:


 * 1) While viewing the report in Money, right-click the report and then click Export on the shortcut menu.
 * 2) Type the name of the file and click OK.

Money 97, 4.0, 3.0 2.0 and 1.0:


 * 1) While viewing the report in Money, click Export.
 * 2) Type the name of the file and click OK.

Importing the Text File into Access
To successfully import the text file into Access, follow these steps:

  Open the text file in a spreadsheet and delete the first few lines above the column titles: (Title, date (if any) and blank lines).   Save the file in tab-delimited format. NOTE: Steps 1 and 2 are not necessary if you are using Access 97. </li>  Open a new Access database. </li>  Use the right mouse button to click the database window and click Import. </li>  Click Text (delimited) and click OK. </li>  Select the text file and click Import. </li>  Click the First Row Contain Field Names box. </li>  Click Options. </li>  Change the text delimiter to None. </li>  Change the field separator to Tab. </li>  Click OK to import the file. Once Access is done importing, it will tell you how many records were imported and if there were any errors. </li>  Click OK. In the Select File dialog box, choose Close. </li></ol>

Additional query words: w_money convert exporting exported excel 97 6.0 7.0 planet ====================================================================== Version : 1.00 2.00 3.00 4.00 4.00a 5.0 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1998.