Quicken covert

[Shane Nation]

Please can anyone give me some advice?

I have been a Quicken user for many years, but I have now been informed by
Intuit that after Jan 31st 2005 they will no longer support Quicken.



Therefore I have purchased MS Money 2005 Premium.



I am using an XP machine with Quicken XG and as I have said MS Money 2005.



I have tried to convert the Quicken file, but Money fails to convert many of
the Categories, I have also exported each account out of Quicken and used
the restore account function in Money to import the QIF file, this has
proved a little more successful however there are still many categories not
imported. i.e. "BILLS: Food"



Does anyone have any suggestions on the best way to get three years worth of
Quicken data into Money successfully?



Many thanks.



Shane

 

[Antony]

Shane
I am also trying to convert about 10years of Quicken to Money 2005
Deluxe. Like you I am having not much luck. Cannot convert Quicken
file and when I use .qif files the balances are all incorrect and dates
on a lot of the transactions don't come through.

Based on intuit.com they are still supporting quicken, maybe when they
told you was that they are no longer supporting the version you have,
which has happened to me.

Anyway I am going to watch the thread with interest.

Antony

 

[Psyclone]

I too am interested in converting from Quicken as a result of their
abandonment of QIF downloads. I tried to switch to Money a year or two ago.
I have been using Quicken for what must be a decade or more and have
investment data (buys/sells) entered for a quarter of a century. When I
tried to switch before it was a huge task for me. I am very persistent, but
I had to give up. Life is just too short. I don't recall all the issues,
but I seem to recall it didn't handle transfers between accounts which messed
up all my investment data.

 

[Arge]

Hi Psyclone

For many of us it is a major task, for others it goes very smoothly. I
converted from Quicken several years ago and Investments were a major
problem. It will not carry your price history neither. I was loaded with
corruption on the original Quicken conversion and finally had to start over.
I was also one of those that continued having "corruption" problem and
started over 5 or 6 times and finally went back to Quicken this year. I
prefer Money, but Quicken is more stable. From my personal experiences I
would recommend starting over......it might save you a lot of time and
frustration in the long run.

Bob

 

[Cal Learner-- MVP]

I too am interested in converting from Quicken as a result of their
abandonment of QIF downloads. I tried to switch to Money a year or two ago.
I have been using Quicken for what must be a decade or more and have
investment data (buys/sells) entered for a quarter of a century. When I
tried to switch before it was a huge task for me. I am very persistent, but
I had to give up. Life is just too short. I don't recall all the issues,
but I seem to recall it didn't handle transfers between accounts which messed
up all my investment data.

Here are some things that might be useful if you are converting from
a version of Quicken older than the version of Money you are using:
First do Validate in Quicken. I think that is File->Validate.

Rick Hess posted that in Quicken you can select File->Copy, and let
it make a copy of your file. This routine will, among other
things, defragment your file. Then convert the copy.

Change all custom types to standard Quicken types. Any custom type
will be converted to type Mutual Fund by Money.

Consider having a minimum of other things running when you do
the conversion in Money.
http://support.microsoft.com/default.aspx?scid=kb;en-us;310560
describes Clean boot etc.

If the above are not successful, consider Super-Validate in
Quicken. Hold Ctrl+Shift keys down during the Validate process.
However http://www.intuit.com/support/quicken/2003/win/6148.html
warns of unneeded super-validate.

If your import does not work, or if you are trying to convert
Quicken 2005 to Money 2005, here are some considerations:

You will have to have your existing version of Money installed when
you export each of your accounts to a loose QIF file. You will
have one file for each account. For an investment account, you
will have a file for the investment transactions, and a separate
file for the cash transactions.

A non-obvious thing: Richard Bollar has discovered that it is
important that the investment accounts be imported first in the
process. How? Name the QIF files such that they come first
alphabetically. So you could, for example, lead off each
investment account's QIF file name with an underscore. That will
alphabetize before numbers and letters.


Then File->import into Money. You will definitely want to
select ALL of the QIF files at once with cntl+<click> or
shift+<click>.

 

[Shane Nation]

No I have a letter here they will no longer support or produce Quicken in
the UK after 31st Jan 2005. So much so they have sent me a "free" copy of
the latest version which does not need activation or registering in the
future, in case I need to re-install it.

Shane