"David Arnstein" <arnstein[at]panix.com> wrote in message
news:cmmkfl$cfm$1[at]reader1.panix.com...
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I've seen the same thing in 2005. But when I converted my Quicken 2003 to
Money 2004 those categories came through.


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In article <vMyjd.35432$ye4.18569[at]twister.rdc-kc.rr.com> ,
Steve <s d u n c a n [at] w i . r r . c o m> wrote:
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I converted from Quicken Premier 2004 to Quicken Premium 2005. It
went pretty well. MAYBE there is something fishy about the Money
Trial version. I can understand how you would hesitate to put down
real money for the CD version, after your bad experience. But you can
return the CD for a refund, you know.

My biggest problem with the conversion is that many of my old Quicken
transactions got converted with blank categories. In fact, ALL of
these categories got converted to blanks:
Utilities
Utilities : Gas & Electric
Misc
Clothing
Groceries
I don't know why this happened. But I'm stuck with several thousand
transactions to edit. I'm doing them gradually; a few every evening.
Talk about boring.

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There is a solution for this problem, at least. You just merge the
new (online) account with the old (imported-from-Quicken) account. I
did this for all of my online accounts, and it worked well each time.
--
David Arnstein
arnstein+usenet[at]pobox.com

Ok, last year I thought I would finally be rid of Quicken and couldn't do
the conversion then. Now I've got the Money 2005 trial, and I'm trying to
convert my Quicken 2004 data...

First I tried the normal conversion, with the usual "unable to convert your
quicken file, try validating" message. Validating did nothing to help. Then
I tried deleting a bunch of older accounts, investment accounts, and
anything else that seemed iffy. Validated again, tried to convert, no luck.
In fact, the file size didn't really even change much on the quicken file.

So I decided it would be easier to use qifs, so I made one for each account
(about 40 accounts), and imported them all simultaneously. After going
through a lot of dialogue boxes to assign old accounts to new, and to tell
it where to put transactions, I ended up with a mess. Some balances were ok,
others were way off.

So then I decided I'd break with the past, and just set money up as if I
didn't have Quicken. I set up my accounts, and got them updated online. A
typical checking transaction looks like "W/D 18364816734 $50". Not exactly
useful.

So, back to importing the accounts - for some reason, it works better this
time. But now I cannot get accounts activated to work online. If I try to
change the settings on an account to use a financial institution, and then
set up the online services for that institution, I get ANOTHER account.

I figure I've got to get the account data from Quicken in somehow, and then
set up the online part (which I am not using in Quicken for several reasons)
and use that to get things updated. But this isn't working.

I don't want to stick with quicken. I really want to switch to Money. But
this is driving me nuts.

Anyone have any advice to offer?