You are currently viewing How to Transfer Microsoft Money Files to Quicken

Sales and Back up for Microsoft Coin discontinued in back June 2009 and Jan 2011 respectively. Microsoft coin played a wide office in personal financial software but wasn't a market place leading product. Users of Microsoft Money can transfer files into Quicken. If y'all're planning to transfer Micrsoft Money files into Quicken. That'due south Neat! and there is no need to commencement from scratch with Quicken. Quicken has the ability to import transactions from Microsoft money hands.

If you're using an old version of Microsoft Money you lot need to upgrade to the latest version. Coin Plus Dusk Palatial was the last version from Microsoft. You can download information technology from here .

RECOMMENDATION: As Microsoft Money is not updated since 2010. If you're proceeding further with transfer process that is on your ain risk.

Things to call up before transferring Microsoft Money files to Quicken

i. Reconcile all of your accounts
ii. Remove unused payees and categories
3. Make sure your account name should not exceed more than than forty characters (limit in Quicken)
four. Create a backup into a new folder or external drive.

QUICK NOTE: If y'all're not sure virtually the conversion process you tin contact our support by dialing 1-877-353-8076

Simple Steps to Convert Microsoft Files into Quicken

In this process first we need to backup Microsoft Coin file

1. Open up Microsoft Money
2. Get to File > Back up…

3. On your adjacent browse a location to consign information technology and click Salve
four. At present your Microsoft Money file is backed up successfully

At present as you lot backed up Microsoft Coin file and information technology'due south gear up to use it in Quicken. We would similar to advise you lot create a new Quicken file to import your Microsoft Money information, to create a new file

1.Open Quicken
2. Go to File > New Quicken File…
3. Choose New Quicken File and click on OK

Microsoft Money Files to Quicken

4. Give a name to your new Quicken file and click Save
5. Quicken prompt you lot to login to your Quicken ID and password
6. In one case you enter your login click on Sign In
seven. At present follow on-screen instructions
8. Every bit you're into your new Quicken file
9. Go to File > Import > Microsoft Coin® File…
10. Next screen volition prove you to import your file click on Open to import it
11. Now your file is completely imported in Quicken

Things to do after converting Microsoft Money Files to Quicken

You lot're almost ready to become later on importing Microsoft Money Files to Quicken from but you need to practise nether the post-obit steps to ensure everything is correct

A. Setup your business relationship for online download
1. Click on the account to prepare online download
2. Click on the Gear Icon with a driblet-downwardly arrow and cull Set Online
3. Follow on-screen instructions

B. Setup online bills
1. Click on an account with which you want to prepare online payments
2. Click on the top correct Gear Icon with a driblet-down arrow and choose Edit account details
3. Click on Online Services
4. Under Online bill payment click on set up up Now…
five. At present follow on-screen instructions

C. Check your payee, category, and accounts
You may encounter payee, categories and business relationship are different than Microsoft Coin considering characters are permitted and character length allowed in Quicken.

To bank check Account details
1. Go to Tools > Account Listing
2. Click on Edit for the account that yous desire to change some information
3. At present you can apply the changes that you desire.

To cheque payee details
1. Go to Tools > Memorized Payee List
two. Click on a payee that you want to modify
three. Click Edit
4. At present you tin can utilise the changes that you desire so click on OK

To check Categories details
1. Get to Tools > Category Listing
2. Choose a category that you want to have some changes and correct click on information technology
3. Click on Edit
4. Once changes applied then click on Salvage

Y'all may run across some another problem afterwards transferring Microsoft Files to Quicken. Yous can contact our Quicken Assistance desk-bound by dialing 1-877-353-8076