If I ever get my file open


E

Endofile

and probably even if I don't.
-----------
Title Converting Microsoft Money data to Quicken
KB ID#: 6137
Categories: File Management/Conversion

Question: How do I convert Microsoft® Money data to
Quicken?

Answer: To learn more about specific aspects of
converting your data using the Data Converter 2004,
please click any of the following links to skip to that
particular section:

Converting data from Microsoft Money versions prior to
2003
Converting data to Quicken versions prior to 2004
Items that can be converted from Microsoft® Money 2003 to
Quicken 2004
Items that cannot be converted
Converting your data
Reconciling the Microsoft Money transactions converted to
Quicken

Converting data from Microsoft Money versions prior to
2003:
The Data Converter 2004 was designed to convert data
files from Money 2003. However, it may also work with
other versions of Money. If your version of Money can
copy .XML files to your desktop, then the Data Converter
2004 will likely convert your data.

Converting data to Quicken versions prior to 2004:

The Data Converter 2004 was built exclusively for Quicken
2004. You can download Quicken 2004 at our Web site.

Items that can be converted from Money 2003 to Quicken
2004:

Bank transactions (including split transactions)
Investment transactions
Category List
Items that cannot be converted:

Memorized Transaction list
Online account activation information
Budgets
Classes
Planner data
Loan accounts
Unvested employee stock option grants (ESOGs)
Exchange-traded options
Reconciliation state of your transactions
Accounts that do not contain any transactions
To convert your data:

Create an Account Transactions report in Microsoft Money
for your standard transactions and an Investment
Transactions report for your investment transactions.
Import the reports into Quicken, and then add some
information to help you take advantage of several Quicken
features.

Start converting:
Make sure both Quicken 2004 and Microsoft Money 2003 are
installed on the same computer as the Data Converter
2004.
In the Data Converter 2004 dialog, click the Launch MS
Money button.


Create an Account Transactions report:
From the Money Reports menu, choose Reports Gallery.
In the Pick a report or chart list on the right, select
Account Transactions.
At the bottom of the window, click the Go to Report/Chart
button.
In the Accounts field at the bottom of the window, select
All Accounts.
In the Date Range field at the bottom of the window,
select All Dates.
Choose Customize in the Common Tasks list on the left.
On the Rows & Columns tab, within the Include fields
area, select the Memo, Account, Cleared status, and
Category checkboxes.
In the Subtotal by field, select Accounts.
Select the Show splits checkbox, and then click OK.
In the Other Tasks list on the left, select Send To menu,
and then Desktop. This step may take some time, depending
on the size of your data file.
Click OK when the transfer is complete.


Create an Investment Transactions Report:


Note: Complete this step only if you have investment
transactions to convert.


From the Money Reports menu, choose Reports Gallery.
Select Investments in the list on the left.
In the Pick a report or chart list on the right, select
Investment Transactions.
At the bottom of the window, click the Go to Report/Chart
button.
In the Accounts field at the bottom of the window, select
All Accounts.
In the Date Range field at the bottom of the window,
select All Dates.
Choose Customize in the Common Tasks list on the left.
On the Rows & Columns tab, within the Include fields
area, select the Memo, Account, Transfer account, Cleared
status, and Category checkboxes.
In the Group by field, select Investment Types, and then
click OK.
In the Other Tasks list on the left, select Send To menu,
and then Desktop. This step may take some time, depending
on the size of your data file.
Click OK when the transfer is complete.


To import the Money 2003 data into Quicken 2004:
Exit Microsoft Money.
In the Data Converter 2004 dialog, click the Import into
Quicken button. Quicken launches and displays your
converted data when the import is complete.
Review your transactions for accuracy.
(Optional) See Next Steps for helpful tips and
information.


Since the Quicken Data Converter 2004 does not retain the
reconcile state of your accounts when converting Money
2003 data to Quicken 2004, you may want to reconcile the
converted data before adding new data. For information on
reconciling:
From the Quicken Help menu, choose Contents.
Click the Index tab, and then type reconciling, accounts.
You can start using Quicken at this point.
 
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J

Joel Kallman

I am every bit as affected as you. I'm annoyed that I
can't get into my data, and as an earlier post prudently
advised, this is a wakeup call to backup your data,
especially years and years of data (like I have).

Without being an overt MS apologist, this stuff does
happen and they're doing their best to resolve it
quickly. I'm sure they are fully cognizant of the impact
this has on many users and their plight. It's in their
best interest to fix this ASAP, but a support person
yelling in your ear "fix it, fix it, fix it" isn't going
to help you correct this any faster. Just sometimes,
hard problems take time to solve....and pressure to get
it out the door in the next 5 minutes isn't always the
best choice.

I used Quicken for years, switched to MS Money just a
couple years ago. I've been happy, sometimes confused,
but overall, very satisfied.

Don't think Quicken is any bed of roses. It used to be
great, but something is up with them. Just stroll over
to Amazon.com and check out the reviews of Quicken 2004
and you can see for yourself.

Patiently waiting.....
 
D

Dick Watson

Please stop back and let us know how well their conversion method works.

and probably even if I don't.
 
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E

Endofile

Joel,
I am a M$ fan but Money is not up to par with other M$
software. I also know more than I care to admit about
software development, testing, release, and maintainance.
M$ screwed up big on this one. They allowed a cahnge to
be put in place before it was thouroughly tested. The
result was not a featue that did nto work, It was not a
lock up that required rebooting your machine. They caused
a lock up of our local files. Fixing it is only the first
step. They need to explain what they are doing to the
files on our computers. What gives them the right to do
anything that locks up our data this way.If our data was
stored on there server our choice I would tak
eresponsibility for not having a local backup. I do back
up however. I back up for archive every 6 months, ie.
June and December. I screwed up this past June and was
late with my archive. I also keep a rolling backup for
the previous day. But this screwup caught me. I can't
open the day old backup either.
I am not going to cave in to M$ on this one. They need to
learn their lesson and whoever is responsible for their
software quality control should be removed. Software in
general is all about discipline and when it involves
others money, even tighter discipline.
 

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