| Been a Quicken user in the past? Microsoft Money | | | | Import dialog box. Use the Look In box to identify the |
| includes special utilities to ease the conversion of your | | | | folder location of the file you want to import. After you |
| Quicken data to Microsoft Money. Microsoft Money | | | | select it, Money lists the files in the folder in the area |
| also includes import and export tools that you may, in | | | | beneath the Look In box. To import the file, simply |
| some situations, be able to use to move financial data | | | | double-click it. |
| between Money and other programs. | | | | After you import the file-this essentially means you |
| Automatic Conversions of Quicken Data | | | | create a new copy of the file that |
| When you install the Money software, the Installation | | | | Money can understand-using the old Quicken or .qif file, |
| Wizard looks for any Quickendata files on your | | | | you can work with the filein the usual way. |
| computer. It should find one, if it exists. And if it does | | | | Export to the .qif data format |
| find a Quickendata file, the Installation Wizard suggests | | | | You can create a .qif file using the Money data file. |
| you convert this Quicken file to a Moneydata file. | | | | You would do this presumably inone situation: You |
| Assuming you agree with Money's suggestion, Money | | | | want to move data from Money to Quicken, and to do |
| does the conversionautomatically. You don't have to | | | | so you needto take your Money data file, convert it to |
| worry about a thing. | | | | a .qif file, and then import this file into the |
| If for some reason you choose not to accept Money's | | | | Quicken program. |
| suggestion, or perhaps you installed | | | | To perform such an export operation, take the |
| Money on a computer where Money wasn't able to | | | | following steps: |
| find a Quicken data file, you can use the File menu's | | | | 1. Open the Money data file you want to export. |
| Convert Quicken File command to convert the | | | | Probably the Money data file that you want to export |
| Quicken data file to the Money data file. | | | | is already open. If it isn't, usethe File menu to open it. |
| To perform this operation, choose the File menu's | | | | 2. Tell Money you want to export the file's information. |
| Convert Quicken File command. | | | | Choose the File menu's Export command. Money |
| When Money displays the Convert Quicken File dialog | | | | displays the first Export dialogbox. This dialog box asks |
| box, use its Look In box toidentify the folder holding the | | | | whether you want Loose QIF format or Strict QIF |
| Quicken file you want to convert. | | | | format. In general, you need to use the Strict QIF |
| When Money lists the files in the selected folder, | | | | format. Onlythe Money program understands the |
| double-click the file you want toconvert. | | | | Loose QIF format. |
| The Convert Quicken File command converts Quicken | | | | 3. Pick a name and location for the new file. |
| files in the .qdb, .qdg, or .qdffile formats. These file | | | | After you identify which of these two .qif files you |
| formats are native Quicken file formats. In other | | | | want to use, click the OK button. |
| words, thesefile formats-actually file extensions-are | | | | When you do this, Money displays the second Export |
| those used by Quicken files on a regular, day-to-day | | | | dialog box. Select the folder location you want for the |
| basis. If you want to convert a Quicken data file that's | | | | to-be-exported file using the Save |
| been stored in the Quicken interchange format-this is a | | | | In box. Use the File Name box to name the file. The file |
| file that uses the .qif-file-format file extension- you | | | | extension needs to be .qif,but you don't have to supply |
| need to use the File menu's Import command. | | | | the file extension. Money supplies it automatically. |
| WARNING The .qif file format is a special file format | | | | 4. Select the accounts you want to export. |
| that Intuit created for Quickento make it easier for | | | | After you have named the file, click the OK button. |
| Quicken users to share data with other programs. In | | | | Money then displays a third |
| myexperience, the .qif format is not all that successful | | | | Export dialog box. Money uses this dialog box to ask |
| as a way to move databetween programs. I'm not | | | | which accounts you want toexport: regular accounts, |
| sure whether this is because Quicken has trouble | | | | which include bank, credit card, cash, and liability |
| writing .qif files or because other programs, including | | | | accounts;or investment accounts, which include only |
| Money, have trouble reading | | | | investment accounts. Indicate whichcollection of |
| .qif files. In any event, I caution you against using this file | | | | accounts you want to export by clicking either the |
| format carelessly. Be sure to check the data that's | | | | Regular or Investmentoption button, and then click the |
| imported or exported once it reaches its final | | | | OK button. Money next displays a list ofaccounts in the |
| destination. | | | | selected categories. Select the accounts you want by |
| Importing a Quicken or .qif file | | | | clicking them-when you click an account, Money |
| You can import both Quicken and .qif files using the File | | | | highlights it to identify the selected account-and then |
| menu's Import command. | | | | click the Continue button. Money then exports the |
| When you choose the command, Money displays the | | | | transactions in theselected accounts, and that's it. |