Microsoft KB Archive/156309

= Money: Quicken Import Does Not Create Investment Categories =

Article ID: 156309

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard 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

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This article was previously published under Q156309



SYMPTOMS
After you convert a Quicken file into Money 5.0 or later, the default Investment Categories are not created and new investment activities are not assigned to a category, which may result in incomplete information in some reports such as the Performance report.



RESOLUTION
You can manually enter the default Investment Categories or enter the categories of your choice.

To enter Investment Categories, follow these steps:
 * 1) On the Tools menu, click Options.
 * 2) On the Investments tab, click Investment Categories.
 * 3) Assign categories and sub-categories to each item.



MORE INFORMATION
To track your investment income by category, use the default investment categories in Money, use the imported Quicken investment categories, or enter create your own categories and sub-categories. The following table shows the default investment categories for Money 97 (5.0) and later:   Description                 Money 5.0/98       Money 99 and later --

Realized capital gain      Investment Income:    N/A or loss, short term        Short-Term Capital Gains

Realized capital gain      Investment Income:    N/A or loss, long term         Long-Term Capital Gains

Realized capital gain      N/A                   Investment Income: or loss                                          Capital Gains

Interest income, taxable   Investment Income:    Investment Income: Interest             Interest

Interest income, tax-exempt Investment Income:   Investment Income: Tax-Exempt Interest  Tax-Exempt Interest

Dividend income            Investment Income:    Investment Income: Dividends            Dividends

Capital gains distribution, Investment Income:   N/A short term                 Short-Term Capital Gains

Capital gains distribution, Investment Income:   N/A long term                  Long-Term Capital Gains

Capital gains distribution, N/A                  Investment Income: Capital Gains

Employee Stock Options     N/A                   Other Income: Employee Stock Options

Additional query words: w_money money2k 97 6.0 7.0 8.0 9.0 m2001 pizza m2002 Money97 Money98 Money99 Money2000 Money2001 Money2000 Money2003 Money2004

Keywords: kb3rdparty kbconversion kbfaq kbprb KB156309

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