Microsoft KB Archive/140327

Money: How to Bring in Kiplinger’s Simply Money Files

PSS ID Number: Q140327 Article last modified on 08-17-1998

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

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 and 4.0a for Windows 95 == 

= SUMMARY =

This article explains how to export accounts from Kiplinger’s Simply Money version 2.0 for Windows, for use in Microsoft Money.

= MORE INFORMATION =

You can export accounts from Simply Money in Quicken Interchange Format (.qif) files. Then, you can import these .qif files into Money.

NOTE: Because of limitations in the conversion format, not all data you may have in Kiplinger’s Simply Money may be transferred with .qif format. Some mortgage information, program customization information, and stock price histories are lost.

Backing up Simply Money Groups
Before you export your Simply Money accounts, back up your Simply Money group by following these steps:


 * 1) Start Simply Money.
 * 2) On the File menu, click Backup.
 * 3) Click the group name that you want to backup.
 * 4) Select your backup drive.
 * 5) Click OK.

NOTE: Make sure you have a disk in the disk drive if you are backing up to a floppy.

Exporting .qif Files
After you have backed up your group, export your Simply Money accounts to separate QIF files by following these steps:

  On the File menu, click Export.   In the Export Simply Money Data dialog box, type the path and file name where you would like to export your Simply Money account. You can export the account to a floppy disk by typing the drive letter associated with your floppy drive. You might want to use a file name similar to the account name you are exporting.   In the Date Range box, select the dates you would like to export in the Starting and Ending boxes. The default is from 1/1/95 to the current computer date, the year reflects the current computer date. </li>  Select the export items you would like to export in the Export box, for example, Transactions, Account List and Categories and Classes. NOTE: Memorized transactions are not imported into Money 4.0. </li>  Select Extended QIF, and then click Include. </li>  Click Select/Deselect All Accounts. </li>  Click the account you would like to export, and then click OK. </li>  Click OK. You receive the following warning message: Warning: QIF exports will not contain extended Simply Money data. Use MFX to ensure all data is exported. Click OK, and click OK again. </li>  Repeat steps 1-8 for each remaining account in your Simply Money group. </li></ol>

NOTE: Before you quit Simply Money, you might want to print a net worth report to use as a reference.

For more information about how to do any of these steps in Simply Money, consult your printed documentation or online Help.

Importing to Money
After you have exported your Simply Money accounts, follow these steps to import the .qif file(s) into Money:

<ol style="list-style-type: decimal;">  Start Money. Money allows you to create accounts during the importing process. However, it may be less confusing if you create corresponding accounts in your Money file first. You can create new accounts in Account Manager. NOTE: These new accounts in Money should be created with a starting balance of zero. </li>  On the File menu, click Import. </li>  Locate the drive and directory where your exported .qif file(s) are located. </li>  Select the exported .qif file(s). NOTE: Import all exported .qif files at the same time so that your transfer transactions import properly. You can delete unwanted accounts later. To select multiple files, press and hold down the CTRL key while you click the file names. </li>  Click Import. NOTE: Read each Import dialog message carefully. These dialog boxes tell you what information you are importing and where you are assigning the information in Money. NOTE: You might receive the following warning message: The QIF file contains a section of data that Money does not support. Do you want to continue importing the rest of the file? Click Continue. NOTE: You might receive a warning message The QIF (Quicken Interchange Format) file you are importing has some information Money did not recognize. This information will not be added to your Money file.&quot; Click Continue. </li>  In the Select Import Account dialog box, match the specified .qif file with the appropriate account in Money. Click OK. If you have not created an account for this file, you can create one now by clicking Create Account. </li>  After you import the .qif file, Money confirms the successful import. Click OK. </li>  Continue to associate the appropriate import files with the appropriate Money accounts. </li></ol>

Transactions not categorized in Simply Money are categorized as

Misc. Expns

in Money.

Using Investment Account Information
Investment accounts do not have a price history and need to be updated the Investment Portfolio in Money. In Money, you can update prices by clicking Update Prices in the Investment Portfolio. If you want a print out of the complete price history, follow these steps to print a complete report. Use the appropriate method for your version of Money.

Money 99 and 98:


 * 1) On the navigation bar, click Reports.
 * 2) In the left pane, click Investments.
 * 3) Double-click Price History.
 * 4) Click the Report button in the lower-left corner of the report window.
 * 5) On the File menu, click Print.

Money 5.0 and 4.0:


 * 1) Click Reports and then click Investment Reports.
 * 2) Click Security Price History Report.
 * 3) Click OK.
 * 4) On the File menu, click Print.

Manually Updating Unsupported Information
Money is unable to import certain information because it is not present in the QIF file, or is not supported in Money.

Some examples of information that does not import includes: mortgage information, program customization information, and memorized transactions. You will need to update this manually in Money.

Comparing Balances
Money tries to resolve references between the different accounts based on the information provided in the .qif file and on the accounts you choose during the import process. However, you should compare the balances in your Money accounts with the balances in your simply Money accounts.

You can print out a Simply Money Accounts List and compare the balance to those in the Money Account Manager (Account Balances view). For more information about how to accomplish this task, see your Simply Money printed documentation or online help

Kiplinger’s Simply Money is manufactured by Computer Associates, a vendor independent of Microsoft; we make no warranty, implied or otherwise, regarding this product’s performance or reliability.

= Additional query words: w_money imports new changes mym 97 6.0 7.0 monkey =

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