Microsoft KB Archive/902463

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Article ID: 902463

Article Last Modified on 9/23/2005


APPLIES TO

  • Microsoft Money 2004 Standard Edition
  • Microsoft Money 2005 Deluxe Edition
  • Microsoft Money 2005 Premium Edition
  • Microsoft Money 2005 Small Business Edition
  • Microsoft Money 2005 Standard Edition
  • Microsoft Money 2006 Premium
  • Microsoft Money 2006 Small Business
  • Microsoft Money 2006 Standard




INTRODUCTION

This article describes how to convert or import Intuit Quicken files into Microsoft Money 2004, Microsoft Money 2005, or Microsoft Money 2006. If you are using an earlier version of Microsoft Money and you want to convert your Quicken data, follow the instructions in the following article in the Microsoft Knowledge Base:

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


MORE INFORMATION

Money includes a conversion feature that lets you import your Quicken data file directly into Money. This conversion feature has some limitations. Therefore, this conversion feature might not correctly convert some of your customized Quicken information when you convert your Quicken file to Money. Additionally, the different versions of Money can only convert files from certain versions of Quicken as follows:

  • Money 2006 can convert data files from Quicken 98 through Quicken 2005.
  • Money 2005 can convert data files from Quicken 98 through Quicken 2004.
  • Money 2004 can convert data files from Quicken 98 through Quicken 2003.

Note If you have a password on your Quicken data file, Money cannot read the information correctly. Open your file in Quicken, remove your password, and then continue with the conversion to Money. After you start Money, you can re-add your password. To do this, click Password Manager on the File menu.

Convert a Quicken data file to Money

To convert a Quicken data file to Money, follow these steps:

  1. Back up your Quicken data file. For more information about how to back up files in Quicken, see the Quicken product documentation.
  2. Start Money.
  3. On the File menu, click Convert Quicken File.
  4. In the Convert Quicken File dialog box, locate and then click your Quicken data file. By default, this file is named Qdata.qdf.
  5. Click Convert.
  6. Follow any prompts that you receive.

Note It is important to note that when you convert or export and import your data from Quicken to Microsoft Money, there are specific sets of data that cannot be read by the Microsoft Money program. These include but may not be limited to the following.

When you convert the data from Quicken to Money:

  • User-defined custom securities are converted to Mutual funds.
  • Payee information that is entered in fields that Money does not support.
  • Accounts or information that Money does not recognize such as Vehicle Mileage.
  • The Memorized Transaction list.

When you export and import the data from Quicken to Money:

  • Your payee list.
  • Your bills list.
  • Any saved report information.
  • User-defined custom securities are converted to Mutual funds.
  • Accounts or information that Money does not recognize such as Vehicle Mileage.
  • The Memorized Transaction list.

Import a Quicken data file into Money

You may receive an error message during the conversion process, or if Money may not be able to convert your Quicken file. If you experience these issues, your quicken file may contain a password. Try to remove the password from your Quicken file, and then retry the conversion. You may have to export your accounts from Quicken. Then, you can import those accounts into Money. To export an account from Quicken and then import the account into Money, follow these steps.

Step 1: Export the account from Quicken

Export one or more Quicken accounts to a Quicken Interchange Format (QIF) file or files. To do this, follow these steps:

  1. Start Quicken.
  2. On the File menu, point to Export, and then click QIF File.
  3. In the QIF File to Export to box, type the path and the file name to which you want to export the file.
  4. In the Quicken Account to Export from list, click the account that you want to export.

    Note We recommend that you export your accounts one at a time. We also recommend that you specify a file name that corresponds to each exported account. For example, assume that you have the following three Quicken accounts:
    • Checking
    • Savings
    • Retirement
    In this situation, we recommend that you perform three export operations. We also recommend that you specify file names such as CheckingExport.qif, SavingsExport.qif, and RetirementExport.qif for the corresponding exported accounts.
  5. Under Include Transactions in Date, specify the date range of the transactions that you want to export.
  6. Click to select the check boxes of the items that you want to include in the export operation. For example, click to select the Transactions check box.

    Note When you import a QIF file to Money, Money can only read the transactions information from that file.
  7. Click OK.

Step 2: Import the account into Money

To import an exported QIF file into Money, follow these steps:

  1. Start Money.
  2. Make sure that the data file into which you want to put the Quicken information is open.

    If you want to import the Quicken information into a new file, first create the new file. To do this, follow these steps:
    1. On the File menu, point to New, and then click New File.
    2. In the File name box, type a descriptive name for the new file, and then click OK.
    3. Click Next, and then follow the steps to configure the new file.
  3. On the File menu, point to Import, and then click Recover Accounts.
  4. In the Import a File dialog box, click the QIF file or files that you want to import.

    Important If you want to import multiple accounts, you must import all the QIF files at the same time. This helps avoid problems that might occur with transfer transactions.

    To select more than one file, press and hold the CTRL key while you click each file.
  5. Click Import.
  6. Click Yes if you receive the following error message during the import operation:

    The QIF file contains a section of data that Money does not support. Do you want to continue importing the rest of the file?

    Note You may receive this message more than one time, depending on the options that you selected when you exported the Quicken accounts.
  7. In the Select Import dialog box, match the QIF file with the correct Money account, and then click OK. For example, match the QIF file that corresponds to a Quicken checking account to a Money checking account.

    Important We recommend that you read the information that appears in the Select Import dialog box very carefully to make sure that the correct Quicken account is matched with the correct Money account.

    Note Repeat this step for each QIF file that you import.
  8. When Money has completed importing the QIF files, click OK.

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.

MORE INFORMATION

For more information, click the following article number to view the article in the Microsoft Knowledge Base:

178830 How to export and import account information in Microsoft Money



Additional query words: Money2004 money2005 money2006 quicken convert import export error

Keywords: kbhowto kbinfo KB902463



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