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


The information in this article applies to:

  • Microsoft Money 2005 Deluxe
  • Microsoft Money 2005 Premium
  • Microsoft Money 2005 Small Business
  • Microsoft Money 2005 Standard
  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
  • Microsoft Money 97
This article was previously published under Q136112

SUMMARY

This article describes how to import files from Quicken for Microsoft Windows to Money.

MORE INFORMATION

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

Back up your Quicken file

Before you export your Quicken accounts, back up your Quicken file.

Note Because there are several versions of Microsoft Windows, the following steps may be different on your computer. If they are, see your product documentation to complete these steps.

To backup Quicken 2002 or later version files, follow these steps:
  1. Start Quicken 2002 or later.
  2. On the File menu, click Backup or press CTRL+B.
  3. Select the drive where you inserted the backup disk, click File to Back Up, and then click OK.
  4. If the file is larger than the space that is available on the backup disk, select the backup option that you want.

    Replace the backup disk with another disk if you have to, and then click OK.
  5. When Quicken indicates that the backup is complete, click OK, and then remove the backup disk.
Note Store the disk (or disks) in a safe location.

To backup your Quicken file for versions earlier than Quicken 2002, follow these steps:
  1. Start Quicken.
  2. Open the file that you want to back up.
  3. On the File menu, click Backup.
  4. Click Current File, and then select your backup drive.
  5. Click OK.
Note Make sure that you have a disk in the disk drive if you are backing up to a floppy disk.

For more information about Intuit's Quicken, visit the following Quicken Web site:

http://www.quicken.com/

Microsoft provides third-party contact information to help you find technical support. This contact information may change without notice. Microsoft does not guarantee the accuracy of this third-party contact information.

Exporting QIF files

After you back up your file, export your Quicken accounts to separate QIF files. To do this, follow these steps:
  1. On the File menu, point to Export, and then click QIF File.
  2. In the Quicken Account to Export from box, select the Quicken account that you want to export.

    If you want to export transactions in all accounts, select All Accounts.
Before you quit Quicken, you may want to print a net worth report to use as a reference.

For more information about how to do any part of these steps in Quicken, see your written documentation or Help.

Importing to Microsoft Money

After you export your Quicken accounts, follow these steps to import the QIF file or files into Money:

Convert Quicken files to Microsoft Money 99 or later, follow these steps:
  1. Quit Quicken, and then start Money 99.
  2. On the File menu, click Convert Quicken File.
  3. Locate your Quicken file, select it, and then click Convert.
  4. Follow the instructions that appera on the screen.
After your file is converted, Money 99 summarizes the results of the conversion. Save the conversion summary for future reference.

To convert Quicken files to Microsoft Money 97 and Microsoft Money 98 see the "Help for Quicken Users" on the Help menu inside Money.

Verify the converted Quicken files in Money 99 or later

  1. On the Tools menu, click Find and Replace.
  2. In the Search across box, click Regular Accounts or click Investment Accounts.
  3. Click Simple Search.
  4. In the Find this text box, type the following line Quicken: modified transaction.
  5. In the In this field box, click Memo.
  6. Click Next.
You will see a list of the transactions that were changed during conversion.
If Money cannot convert your file, follow the steps that are listed at the beginning of this article to export your account information from Quicken and import it into Money.

To convert your Quicken online service to Money

  1. Cancel your Quicken online service.

    Contact your financial institution for this information.
  2. On the Accounts & Bills menu, click Online Services Manager.
  3. Click Set up online services next to the account that you want to set up online services for.
  4. Follow the instructions that appear on the screen to complete setup.
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.
Modification Type:MajorLast Reviewed:9/7/2006
Keywords:kbui kb3rdparty kbconversion kbhowto KB136112
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