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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 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 ReportsTo 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.
Method 2: Using third-party utilities
Money 2002 and later versionsTo obtain the Excel add-in for Money 2002, visit the following Ultrasoft Web site:
http://www.ultrasoft.com/MoneyLink/overview.shtmlMicrosoft 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 2001Download 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.
Money 2000The 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 99The 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.
Article ID: 279274 - Last Review: August 21, 2012 - Revision: 9.0