Quicken import microsoft money how to#
Quicken import microsoft money download#

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If something seems to be missing / not imported You should check the estimation and adjust it as necessary. However, this estimation could be incorrect. When Quicken imports the loan, it will estimate the length. Money stores the balloon amount, whereas Quicken stores the balloon amortized length.

If your Money file includes a balloon loan

In the Troubleshooting section, click the link that says Microsoft Money: File Import Results. To review this log, inside Quicken, go to Help menu and choose Product and Customer Support. If any of your data was impacted by this, it will be noted in the “File Import Results” log. If you deal with accounts or securities in multiple currencies, you may encounter different balances for your affected accounts. Quicken and Money have different rules regarding currencies. In the Troubleshooting section, click the “Microsoft Money® - File Import Results” link. You can review this log at any time: From the Quicken Help menu, select Product and Customer Support. If Quicken noted any issues with the way your data was imported, they are recorded in the ”File Import Results” log. Issues with the way your data was imported. This is because Money excludes watch accounts in its total balance, while Quicken includes them. If 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. Total account balances in Money and Quicken might not match Money includes the linked cash account in the balance of any investment account. In 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. Investment account balances in Money and Quicken might not match Search for “edit an account,” “edit a memorized payee,” or “edit a category.”) If your account balances look wrong From the Help menu inside Quicken, choose Quicken Help.

Quicken import microsoft money how to#

(For instructions on how to do this, see the Quicken Help. You can easily rename any of these if you want to. This is due to differences in things like characters permitted and character lengths allowed.

You 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. Names of accounts and other fields might differ slightly Search for “Create online payment,” then read the topic “How do I create an online payment?” If you had any bills in Money set up to be paid online, you'll have to set them up in Quicken as well. Search for “Microsoft Money,” then read the topic “What happens after I import data from a Microsoft Money file?” To get there, in the Help menu inside Quicken, choose Quicken Help.

Quicken import microsoft money download#

(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. You need to set up your accounts in Quicken so they can automatically download your transactions from your bank and other financial institutions. Set up your accounts for automatic download