Quicken conversion


M

Malcolm Surgenor

I'm a long term Quicken user but have recently purchased and installed MS
Money (v14.0.120.1105). The conversion of the Quicken file went cleanly and
I'm now ready to start using Money.

Unfortunately my Quicken data was several months out of date for some
accounts and I'm unsure how best to proceed. I'm keen to get moving quickly
with Money so am tempted to set up some new accounts for those that are out
of date, maintain these going forward and do the catch up on the out of date
accounts over time. Can I then merge these accounts once I've achieved that?

Another thought I had was just to start a completely new Money file and
merge or import the data once I've caught up either directly from Quicken or
from the Money file I've just created.

Can anyone suggest a better strategy?? Many thanks.

Malcolm
 
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C

Cal Learner

I'm a long term Quicken user but have recently purchased and installed MS
Money (v14.0.120.1105). The conversion of the Quicken file went cleanly and
I'm now ready to start using Money.

Unfortunately my Quicken data was several months out of date for some
accounts and I'm unsure how best to proceed. I'm keen to get moving quickly
with Money so am tempted to set up some new accounts for those that are out
of date, maintain these going forward and do the catch up on the out of date
accounts over time. Can I then merge these accounts once I've achieved that?

Another thought I had was just to start a completely new Money file and
merge or import the data once I've caught up either directly from Quicken or
from the Money file I've just created.

Can anyone suggest a better strategy?? Many thanks.

I would continue with the converted data, and I would not plan to
create separate accounts for the same real account.

Where you will merge the accounts is if you set up for online access
with the Nationwide, Money will create a new account that you would
merge with the older Nationwide account.

Otherwise I would add a compensating transaction to account for
balance differences due to different missing transactions. Just call
it an adjustment, and carry on from there.
 
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M

Malcolm Surgenor

Cal Learner said:
I would add a compensating transaction to account for
balance differences due to different missing transactions. Just call
it an adjustment, and carry on from there.
Thanks Cal - I think I agree...

Malcolm
 

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