How to export and import account information in Microsoft Money (178830)

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Overview

All versions of Money can read and write Quicken Interchange Format (QIF) files. You can use this feature to export your account information from one version of Money, and then import it into any other version of Money.

Money cannot export a closed account to a QIF file. Reopen any closed account that you want to export before you try to export it. After you import the account into the new Money file, you can close the account again.

Money cannot export a loan account to a QIF file. If you want to move information about a loan account to a different version of Money, you must re-create the loan account in the new Money file. You may want to print your loan information, and then use the printed information to re-create the loan account in the new Money file. To do this, create and print a Loan Terms and Loan Transactions report.

If you want to transfer several accounts to a different version of Money, you may want to print a list of accounts, and then mark off each account on the list as you export it.

To do this, create and print a Customized Net Worth Report that is organized by Accounts (not Account Types).

For information about how to create and print reports, see your Money printed documentation or Money Help file.

How to export accounts from Money

1. Use your current version of Money to open the file that you want to export.
2. On the File menu, click Export.
3. Click Loose QIF, and then click OK.
4. In the File Name box, type a name for the account that you want to export, and then click OK.
5. When you are prompted to select the type of account that you want to export, click the appropriate account type (Regular or Investment) for the account that you want to export, and then click OK.
6. In the Account List box, click the account that you want to export, and then click Continue.
7. When Money is finished exporting the account, click OK.

Repeat these steps for each account that you want to export.

Click the Play button to view this streaming media demonstration.

Note When you are exporting multiple accounts from Money, you will have to name each of your files according to the account that you are exporting. For example, see the following scenario. You have three accounts in your current Money file that you want to to export. The accounts have the following names:

• Woodgrove Bank Checking
• Woodgrove Bank Savings
• Woodgrove Bank Investment

When you follow the previous steps to export each of your accounts, in step 4 where it asks you for a file name, name each file according to the account that you are exporting. For example, the first exported file will be called Woodgrove Checking.qif.

How to import accounts into Money

1. Click File, and then click New.
2. In the File Name box, type a name for the new file, and then click OK.
3. Open the Account List.
4. Create a new account with an opening balance of zero for each account that you exported from the other version of Money.
   
   Note If you exported multiple accounts from the other version of Money, you must create all these new accounts with zero balances before you go to step 5 to avoid problems with your transfer transactions. You can delete unwanted accounts later.
5. On the File menu, click Import.
   
   For Microsoft Money 2005 and Microsoft Money 2006, click File, click Import, and then click Recover Accounts.
6. In the list of files, click the QIF files that you want to import.
   
   To select multiple files, press and hold down the CTRL key as you click to select each file.
   
   Note If you want to import multiple accounts into your new Money file, you must import all the files at the same time to avoid problems with your transfer transactions. You can delete unwanted accounts later.
7. Click Import.
8. Click As a new or recovered account, and then click OK.
   
   Note You will not be prompted to choose a new or recovered account in the following scenarios:
   • You are using Money 2005 or Money 2006.
   • You are importing multiple accounts at the same time.
9. In the Select Import dialog box, match the QIF file with the correct account, and then click OK. Repeat this step for each QIF file that you import.
   
   Note Read each Select Import dialog box very carefully to learn what information you are importing, and where you are assigning the information in Money.
10. When Money is finished importing the files, click OK.

Click the Play button to view this streaming media demonstration. For more information about how to import and export Money files, click the following article numbers to view the articles in the Microsoft Knowledge Base: