1. Ms Money To Quickbooks

Set up your accounts for automatic downloadYou need to set up your accounts in Quicken so they can automatically download your transactions from your bank and other financial institutions. (You'll need to do this even if your accounts were set up for automatic download in Money.) There are detailed instructions on how to do this in Quicken’s Help. To get there, in the Help menu inside Quicken, choose Quicken Help.

Click the Search Quicken Help tab. Search for “Microsoft Money,” then read the topic “What happens after I import data from a Microsoft Money file?”Set up online billsIf you had any bills in Money set up to be paid online, you'll have to set them up in Quicken as well. (For instructions on how to do this, see the Quicken Help. From the Help menu inside Quicken, choose Quicken Help.

Click the Search Quicken Help tab. Search for “Create online payment,” then read the topic “How do I create an online payment?”Names of accounts and other fields might differ slightlyYou might also notice that some of the names of your accounts, payees, categories, or other items appear slightly differently in Quicken than they did in Money.

This is due to differences in things like characters permitted and character lengths allowed. You can easily rename any of these if you want to. (For instructions on how to do this, see the Quicken Help. From the Help menu inside Quicken, choose Quicken Help. Click the Search Quicken Help tab. Search for “edit an account,” “edit a memorized payee,” or “edit a category.”) If your account balances look wrong. Investment account balances in Money and Quicken might not matchIn Quicken, the balances of your investment accounts might not exactly match the balances you had in Money because of differences in how the two programs report balances.

Money includes the linked cash account in the balance of any investment account. Quicken does not.Total account balances in Money and Quicken might not matchIf you have an investment watch account, the total account balance you see in Quicken might not match the total account balance you saw in Money. This is because Money excludes watch accounts in its total balance, while Quicken includes them.Issues with the way your data was imported.If Quicken noted any issues with the way your data was imported, they are recorded in the ”File Import Results” log. You can review this log at any time: From the Quicken Help menu, select Product and Customer Support. In the Troubleshooting section, click the “Microsoft Money® - File Import Results” link.Multi-currency / unsupported currencyQuicken and Money have different rules regarding currencies. If you deal with accounts or securities in multiple currencies, you may encounter different balances for your affected accounts.

If any of your data was impacted by this, it will be noted in the “File Import Results” log. To review this log, inside Quicken, go to Help menu and choose Product and Customer Support. In the Troubleshooting section, click the link that says Microsoft Money: File Import Results.If your Money file includes a balloon loanMoney stores the balloon amount, whereas Quicken stores the balloon amortized length. When Quicken imports the loan, it will estimate the length.

However, this estimation could be incorrect. You should check the estimation and adjust it as necessary. If something seems to be missing / not imported. Missing Money Plus Home & Business dataIf you use Money Plus Home & Business, you will notice that some of your business-specific data—such as Project, Inventory, Customer and Product data—is missing. This is because Quicken currently does not support the import of this business-specific data. However, the rest of your data-your accounts, scheduled bills, categories and transactions-will be imported.Missing lifetime / retirement planner or budget informationQuicken isn't able to import retirement planning and budget information from Money at this time.Transfer In/Out Short Not ImportedQuicken does not support Transfer In/Out Short transactions at this time. Microsoft Money File Import Results log.

If Quicken runs into any issues while it's importing your data from Money, it records them in the 'Microsoft Money® - File Import Results' Log. Many of these issues are not significant, such as the name of an account being truncated because a field length is shorter in Quicken than it is in Money. However, any information about significant problems or about data that was not imported is also detailed in this file. To review this log, inside Quicken, got to the Help menu and choose Product and Customer Support.

In the Troubleshooting section, click the link that says Microsoft Money: File Import Results. Related Articles.

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Ms Money To Quickbooks

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'I need a replacement that is closest to the terrific Microsoft Money software or a referral to alternative SIMILAR software. The woman I was dealing with at Apple no longer has her address:. Email address is removed for privacy. I thus need a new support person. AlthoughI'm NOT looking for support.

I am looking for a replacement for the terrific old Microsoft MONEY. You may have to speak to a veteran who knows it.What I am looking for as a replacement is NOT software like Quicken, which was made for different customers. Microsoft stopped the GREAT Microsoft Money so can you PLEASE refer me to a software that's as closely comparative to their previous software.Why they stopped years ago I'll never know. What I DON'T want is software where you have to fill out 'checks'. Can you PLEASE find out who your 'Money' people recommend. Thank you very much. Very important to me and my accountant.

The price is not an issue.I'll never understand why you closed Money and didn't even recommend a replacement. THANK YOU!And please do not refer me to Quicken. It is very sophomoric relative to Microsoft Money.Microsoft is traveling the same route as most large companies.they don't adapt to new technology. That's why MS has gotten eaten upby Apple and other companies. If any of you can help to recommend a software as closely similar to Microsoft Money, I'll have a merry Christmas!Thank you,David Halpert. I need a replacement that is closest to your terrific Microsoft Money or your referral to alternative SIMILAR software. The woman I was dealing with no longer has her address:.

Email address is removed for privacy. I thus need a new support person. AlthoughI'm NOT lookingfor support. I am looking for a replacement for the terrific old Microsoft MONEY. You may have to speak to a veteran who knows it.What I am looking for as a replacement is NOT software like Quicken, which was made for a low IQ person.

You guys stopped the GREAT Microsoft Money so can you PLEASE refer me to a software that's as closely comparative to your previous software. Whyyou stopped years ago I'll never know.

What I DON'T want is software where you have to fill out 'checks'. Can you PLEASE find out who your 'Money' people recommend. Thank you very much. Very important to me and my accountant. The price is not an issue. I'llnever understand why you closed Money and didn't recommend a replacement. THANK YOU!And please do not refer me to Quicken.

It is very sophomoric relative to Microsoft Money.Thank you. I need a replacement that is closest to your terrific Microsoft Money software or your referral to alternative SIMILAR software. The woman I was dealing with no longer has her address:.

Email address is removed for privacy. I thus need a new support person. AlthoughI'm NOTlooking for support. I am looking for a replacement for the terrific old Microsoft MONEY. You may have to speak to a veteran who knows it.What I am looking for as a replacement is NOT software like Quicken, which was made for different customers. You guys stopped the GREAT Microsoft Money so can you PLEASE refer me to a software that's as closely comparative to your previous software.Why you stopped years ago I'll never know. What I DON'T want is software where you have to fill out 'checks'.

Can you PLEASE find out who your 'Money' people recommend. Thank you very much. Very important to me and my accountant. The price is not an issue.I'll never understand why you closed Money and didn't recommend a replacement.

THANK YOU!And please do not refer me to Quicken. It is very sophomoric relative to Microsoft Money.Thank you. I need a replacement that is closest to your terrific Microsoft Money software or your referral to alternative SIMILAR software. The woman I was dealing with no longer has her address:.

Email address is removed for privacy. I thus need a newsupport person. AlthoughI'm NOT looking for support. I am looking for a replacement for the terrific old Microsoft MONEY. You may have to speak to a veteran who knows it.What I am looking for as a replacement is NOT software like Quicken, which was made for different customers. You guys stopped the GREAT Microsoft Money so can you PLEASE refer me to a software that's as closely comparative to your previous software.Why you stopped years ago I'll never know.

What I DON'T want is software where you have to fill out 'checks'. Can you PLEASE find out who your 'Money' people recommend. Thank you very much. Very important to me and my accountant. The price is not an issue.I'll never understand why you closed Money and didn't recommend a replacement.

THANK YOU!And please do not refer me to Quicken. It is very sophomoric relative to Microsoft Money.Thank you,If you continue to post the same question over and over in these forums, you will be reported for Abuse and you run the very real risk of beingBANNED.The Code of Conduct here clearly states:Please don't:. Divert or change a thread for your own purposes; just start a new thread with the subject you want to discuss.

Post questions that are the same or similar to questions you have already posted. When someone has an answer or a reply, that person will respond to you. Bill Smithers - Microsoft MVP July 2013 - June 2020.