How to view Money data in Excel

This article describes how to view Microsoft Money data in Microsoft Excel.

You can export Microsoft Money data into Microsoft Excel either by exporting Money Reports or by using a third-party utility.

When you export a report from Money, it is saved as a tab-delimited text file. That is, the columns of the report are separated by tabs. After you export a report, you can open and work with it in another program, such as a word processor, a spreadsheet, or a tax preparation program.

Note Money reports may contain some extra information that Excel does not recognize.

When you use a third-party utility, you can import data from Microsoft® Money 2002 or a later version into a Microsoft Excel 97 or a later version spreadsheet. When you install the Ultrasoft MoneyLink add-in, new commands appear in Microsoft Excel that you can use to start the Ultrasoft MoneyLink Wizard and to synchronize the data that you may have already imported.

When you use a third-party utility or the Microsoft MoneyLink add-in to import your financial data into Excel, you can import data from Microsoft Money 98, Microsoft Money 99, Microsoft 2000, or Microsoft Money 2001 into an Excel 97 or into a Microsoft Excel 2000 spreadsheet. When you install the MoneyLink add-in program, new commands appear in Excel that you can use to start the Money Link to Excel wizard and to synchronize any data that you have already imported. The wizards will show you the steps to import the data into Excel. Then, you can use the data analysis and charting tools in Excel to view the data in different ways. If you change the data in Money, you can easily update those changes in Excel.

Method 1: Exporting Money Reports

To export a Money report to Excel, you must export the report to a text file, and then import the file into an Excel worksheet. To do this, follow these steps.

• Step 1: Export a Money Report to a Text File
  1. Start Money, and then open the report that you want to export.
  2. If you are running Money 97, click Export. If you are running Money 98 or later versions, right-click the report, and then click Export.
  3. In the Export Report dialog box, specify a location where you want to save the file.
  4. In the File name box, type the name that you want to use for the file, and then click OK.
• Step 2: Import the Text File to an Excel Worksheet
  1. Start Excel, and then open a new workbook.
  2. If you are running Microsoft Excel 97 or earlier, click Open on the File menu. If you are running Microsoft Excel 2000, point to Import External Data on the Data menu, and then click Import Text File. If you are running Microsoft Excel 2002, point to Import External Data on the Data menu, and then click Import Data.
  3. In the Look in box, locate the drive, the folder, or the Internet location that contains the report file that you just exported and saved, and then click Import.
  4. In the Text Import Wizard – Step 1 of 3 dialog box, click the Delimited - Characters such as commas or tabs separate each field, and then click Next.
  5. In the Text Import Wizard – Step 2 of 3 dialog box, click to select the Tab check box under Delimiters, and then click Next.
  6. In the Text Import Wizard – Step 3 of 3 dialog box, click Finish.
  7. In the Import Data dialog box, select where you want to put the data, and then click OK.

Method 2: Using third-party utilities

Money 2002 and later versions

To obtain the Excel add-in for Money 2002, click the "Learn More" Web link, under the UltraSoft Money heading on the following Microsoft Web page: Or, visit the following Ultrasoft Web site: Microsoft provides third-party contact information to help you find technical support. This contact information may change without notice. Microsoft does not guarantee the accuracy of this third-party contact information.

Money 2001

Download the MoneyLink to Excel add-in if you want to use it with Microsoft Money 2001 Standard, Microsoft Money 2001 Deluxe, or Microsoft Money 2001 Deluxe and Business. After you download and run the installation package, you will find the add-in, called MoneyLink.xla, under "MoneyLink" in the folder where you installed Money. Open the Readme.htm file that is located in the same folder for installation instructions and frequently asked questions.

The following file is available for download from the Microsoft Download Center:
Download the Excel Link for Money 2001(369 KB) package now. (http://download.microsoft.com/download/f/7/3/f732566b-4f3b-4939-944c-da39bd5f0757/MoneyLink2001.exe) For more information about how to download Microsoft Support files, click the following article number to view the article in the Microsoft Knowledge Base: Microsoft scanned this file for viruses. Microsoft used the most current virus-detection software that was available on the date that the file was posted. The file is stored on security-enhanced servers that help prevent any unauthorized changes to the file.

Money 2000

The Money Link to Excel add-in is included in Money 2000, in Microsoft Money 2000 Business and Personal, and in Microsoft Money 2000 Deluxe.

You can find the add-in, called Money Link.xla, in the MoneyLink folder inside the folder where you installed Money. Open the Readme.htm file that is located in this folder for installation instructions and frequently asked questions.

Money 99

The Money Link to Excel add-in is included in Microsoft Money 99 and in Microsoft Money 99 Personal & Business.

You can find the add-in, called Money Link99.xla, in the MoneyLink folder inside the folder where you installed Money. Open the Readme.htm file that is located in this folder for installation instructions and frequently asked questions.

Money 98

The following file is available for download from the Microsoft Download Center:
Download the Excel Link for Money 98 (467 KB) package now. (http://download.microsoft.com/download/6/a/4/6a46994b-0656-47aa-b452-0946f9422bf4/MoneyLink98.exe) For more information about how to download Microsoft Support files, click the following article number to view the article in the Microsoft Knowledge Base: Microsoft scanned this file for viruses. Microsoft used the most current virus-detection software that was available on the date that the file was posted. The file is stored on security-enhanced servers that help prevent any unauthorized changes to the file.