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How to export and import account information in Microsoft Money
Article ID: 178830 - View products that this article applies to.
This article was previously published under Q178830
NoticeIf you've been managing your finances with the help of Microsoft Money, you should be aware that Microsoft discontinued all online services and assisted support for all versions of Money on January 31, 2011. (Microsoft discontinued sales of Money on June 20, 2009.) If you're looking for an alternative program, Microsoft has made the Money Plus Sunset versions available as a replacement for the following expired programs: Microsoft Money Essentials, Microsoft Money Deluxe, Microsoft Money Premium, Microsoft Money Home, and Microsoft Money Business. For more information about Money Plus Sunset, refer to this article in the Microsoft Knowledge base: What Is Microsoft Money Plus Sunset?
This article describes how to export your account information from any version of Microsoft Money, and then import the information into an earlier version of Money.
Note Any version of Money can automatically convert .mny files that were created in any earlier version of Money that were created for the same region (country).
OverviewAll versions of Money except Microsoft Money Essentials 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 the information 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
Click the Play button to view this streaming media demonstration.
Note When you are exporting multiple accounts from Money, you must name each file 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 export. The accounts have the following names:
How to import accounts into Money
(http://support.microsoft.com/kb/178465/ )How to return to using an earlier version of Money after you convert you data file to Money 2000 or a later version
QIF file informationQIF files do not contain all the information that is stored in Money files. Therefore, you will lose some information if you import the QIF file into a different Money file. In particular, you will lose some "extra" information that is stored with categories, payees, accounts, and classes. For example, you will lose budget amounts and tax flag on categories, shortcuts, comments, payee telephone numbers and addresses, and so on.
Note If you are using ":" or "/" characters in account names or category names, those characters will be replaced with "#" in the QIF file. This occurs because ":" and "/" are used as separators in QIF files, even though they are not reserved characters in Money's account and category names.
When you export the selected account to a .QIF file in Money, one of the choices that you have in the Export dialog box is the Strict .QIF Compatibility option. If you will import the file into older versions of Quicken, select the Strict .QIF Compatibility option to receive the following differences:
How to troubleshoot problems that occur when you import filesFor more information about problems that may occur when you import or download your statement from your financial institution, click the following article numbers to view the articles in the Microsoft Knowledge Base:
(http://support.microsoft.com/kb/829143/ )How to troubleshoot issues that you may experience when you try to download and import a statement from your financial institution into Money
(http://support.microsoft.com/kb/246544/ )How to troubleshoot setting up or connecting to your financial institution in Money
(http://support.microsoft.com/kb/179836/ )How to troubleshoot error messages that you may receive when you import OFX statements into Money
904336For more information about how to troubleshoot problems that may occur when you restore a Money backup file, click the following article number to view the article in the Microsoft Knowledge Base:
(http://support.microsoft.com/kb/904336/ )How to use MSN Money error codes to troubleshoot problems that you may experience with online accounts
310858For more information about how to convert Quicken data files, click the following article number to view the article in the Microsoft Knowledge Base:
(http://support.microsoft.com/kb/310858/ )How to troubleshoot error messages that you receive when you try to restore a backup file in Money
902464For more information about how to export Money data to Excel, click the following article number to view the article in the Microsoft Knowledge Base:
(http://support.microsoft.com/kb/902464/ )How to import financial data files from most personal finance programs or from Quicken into Money
(http://support.microsoft.com/kb/279274/ )How to view Money data in Excel
Article ID: 178830 - Last Review: February 11, 2011 - Revision: 17.0