Microsoft KB Archive/141157

= How to import data from other personal finance programs into Money =

Article ID: 141157

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition
 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2004 Premium Edition
 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q141157



SUMMARY
This article describes how to import data files from most personal finance programs into any version of Microsoft Money.



How to convert files from earlier versions of Money to the latest version of Money
To convert files from earlier versions of Money into the latest version of Money, follow these steps:
 * 1) On the File menu, click Open.
 * 2) In the Files of type box, click All Money Files.
 * 3) Locate the file that you want to open, click the file that you want to open, and then click Open.

Note When you upgrade, Money creates copies of your files with an .mn extension, where x is the version number. For example, if you upgrade from Microsoft Money 2001, the ninth version of Money, the copy of your file has the extension .mn9.

How to import to Money
To import to Money, follow these steps:
 * 1) On the File menu, click Import.
 * 2) Select the files that you want, and then click Import.
 * 3) Select the Money account that is to receive the imported data, and then follow the instructions that appear on the screen.
 * 4) Money displays a message when the import is complete.

Note For information about how to export a QIF file from another program, see the program's instructions. For information about how to import an OFC file from a bank, contact your bank.

Important If you are using a version of Quicken that is earlier than Quicken 3.0 for Windows, you must export each of your Quicken accounts to a QIF file, start Money, and then import the QIF files.

How to convert files from earlier versions of Money
When you use Money to open a data file that was created with an earlier version of Money, the program automatically converts the file when you open it.

How to convert files from Quicken
In Microsoft Money 2003, you can convert data files from Quicken 2002 or earlier. To do this, click Convert Quicken File on the File menu.

In Microsoft Money 2005, you can convert data files from Quicken 2004 or earlier. To do this, click Convert Quicken Files on the File menu.

In Microsoft Money 2004, you can convert data files from Quicken 2003 or earlier. To do this, click Convert Quicken Files on the File menu.

In Microsoft Money 2002, you can convert data files from Quicken 2001 or earlier. To do this, click Convert Quicken File on the File menu.

In Microsoft Money 2001, you can convert data files from Quicken 2000 or earlier. To do this, click Import on the File menu.

How to convert .qif files from other programs
You can use Money to import a Quicken Interchange Format (.qif) file from any personal finance package that can export a .qif file.

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

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:

136112 How to import files from Quicken for Microsoft Windows to Money

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.

Additional query words: Money97 Money98 Money99 Money2000 Money2004 import data personal qif 6.0 7.0 8.0 w_money money2k importing exporting planet intuit m2001 file management converting upgrade

Keywords: kbui kb3rdparty kbconversion kbfaq kbhowto KB141157

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