How to import financial data files from most personal finance programs into Money (902464)

MORE INFORMATION

Convert or import an earlier version of a Money data file into a new version of Money

When you install a new version of Money, Money automatically locates your previous Money data file and prompts you to convert the file.

If Money does not automatically locate your Money data file, or if you want to convert a different Money data file, follow these steps:

1. Start Money.
2. On the File menu, click Open.
3. In the Files of type box, click All Money Files (*.m1?, *.mn?, *.mbf, *.bak, *.cek).
4. Locate and then click the file that you want to open. Then, click Open.

Notes

• By default, Money data files are located in the My Documents folder.
• All Money data files are named with an .mny file name extension. For example, a Money data file might be named MyMoney.mny.
• When you upgrade to a newer version of Money, Money creates copies of your Money data files that have an .mxx extension. In the file name extensions of these copies, xx is the version number. For example, if you upgrade from Microsoft Money 2004 to Microsoft Money 2006, the saved copy of your upgraded Money data file will have the extension .m12 because Money 2004 is version 12.

Convert or import a Quicken file into Money

When you convert a Quicken file, Money creates a new file that contains the same data. Your original Quicken data remains untouched so that you can still use the data in Quicken. After Money completes the conversion process, Money shows you a summary of your converted accounts and balances. The summary also includes any issues that had to be resolved during the conversion. For more information about how to convert or import your Quicken files into Money, click the following article number to view the article in the Microsoft Knowledge Base:

Import .qif files from other financial programs into Money

You can use Money to import a Quicken Interchange Format (.qif) file from any personal finance package that can export a .qif file. A .qif file is a specially formatted text file that is used to transfer data between financial programs. You can import .qif files as a convenient way to enter transactions into Money without having to retype the information.

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: The information and the solution in this document represents the current view of Microsoft Corporation on these issues as of the date of publication. This solution is available through Microsoft or through a third-party provider. Microsoft does not specifically recommend any third-party provider or third-party solution that this article might describe. There might also be other third-party providers or third-party solutions that this article does not describe. Because Microsoft must respond to changing market conditions, this information should not be interpreted to be a commitment by Microsoft. Microsoft cannot guarantee or endorse the accuracy of any information or of any solution that is presented by Microsoft or by any mentioned third-party provider.

Microsoft makes no warranties and excludes all representations, warranties, and conditions whether express, implied, or statutory. These include but are not limited to representations, warranties, or conditions of title, non-infringement, satisfactory condition, merchantability, and fitness for a particular purpose, with regard to any service, solution, product, or any other materials or information. In no event will Microsoft be liable for any third-party solution that this article mentions. 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.