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  #3  
Old 12-31-2007, 11:43 AM
Buck Turgidson
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Default Re: I Wish I Could Convert From Quicken 2005 to MS Money


- quote -

> If you are going to use QIF export from Quicken, export EACH Quicken
> account into a separate QIF file. Start the filename of each
> investment account with an underscore. That will cause Money to
> process them first when you import.
> Then in Money Plus do File-> Import-> RecoverAccounts.
> To avoid transfers from turning into two separate transactions, it
> is important to import the QIFs into the new file all at once.
> This is done by selecting using Ctrl+<click> to highlight all of
> the files you want included.


I did this exact procedure this weekend, and was able to convert my Vanguard
Quicken mutual funds, and consolidate them into one account. I was unable
to do it in Quicken because of the QIF resriction the OP mentioned.

I am trying money because for some reason, Quicken's ability to contact the
internet and download transactions suddenly quit. I tried everything
possible (I mean everything), but was unable to resolve it, and I got no
response from their support.


  #2  
Old 12-30-2007, 08:06 PM
Cal Learner-- MVP
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Default Re: I Wish I Could Convert From Quicken 2005 to MS Money

In microsoft.public.money, Bob Brown wrote:

- quote -

> Thanks for taking to time to answer as you did.
> I'm using Quicken 2005.
> I tried all of the above


Then I assume you got a message from Money Plus that said it could
not convert the Quicken file.


- quote -

> except the QIF export/import since I have 30
> accounts and frankly do not want to go through the effort of exporting them
> only to possiblly find out it will not work. I did an import of a qif file
> from Quicken into Money but it said that something wasn't supported in
> Money.


If it mattered, you could try it with 2 or 3 accounts (main broker,
cash account from the broker, and main checking) to prove the
concept. But still, it would require significant work,.
  #1  
Old 12-30-2007, 07:43 PM
Bob Brown
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Default Re: I Wish I Could Convert From Quicken 2005 to MS Money


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:67mfn3h7e3b1u1c1mrsv1dc295f8ibk9g6[at]4ax.com...
- quote -

> In microsoft.public.money, Bob Brown wrote:
> > I can't even try Money because it won't convert my Quciken file. I tried
> > to
> > Export from Quicken and import to Money but I get a message that says that
> > Money doesn't support some function of the QIF.

> What version of Quicken? If Quicken 2006 or before, Money Plus
> should convert directly with File-> Convert.
> Remove the password on your Quicken file, if any. Then do Validate
> in Quicken. I think that is File-> Validate.
> Rick Hess posted that in Quicken you can select File-> Copy, and let
> it make a copy of your file. This routine will, among other
> things, defragment your file. Then convert the copy.
> Change all custom types to standard Quicken types. Any custom type
> will be converted to type Mutual Fund by Money.
> Consider having a minimum of other things running when you do
> the conversion in Money.
> http://support.microsoft.com/default...b;en-us;310560
> describes Clean boot etc, but you probably would not need that.
> If the above are not successful, consider Super-Validate in
> Quicken. Hold Ctrl+Shift keys down during the Validate process.
> However http://www.intuit.com/support/quicke.../win/6148.html
> warns of unneeded super-validate.
> If you are going to use QIF export from Quicken, export EACH Quicken
> account into a separate QIF file. Start the filename of each
> investment account with an underscore. That will cause Money to
> process them first when you import.
> Then in Money Plus do File-> Import-> RecoverAccounts.
> To avoid transfers from turning into two separate transactions, it
> is important to import the QIFs into the new file all at once.
> This is done by selecting using Ctrl+<click> to highlight all of
> the files you want included.
> > > I like Quicken but I'm pissed that yo can't export/import QIF fiels for

> > Investment files.
> > > I looked all over the the MS web site for a solution but didn't see

> > anything.
> > > I've looked into the newsgroups for a solution but didn't find any there

> > either.
> > > It looks like I'm stuck with Quicken.

>

Thanks for taking to time to answer as you did.

I'm using Quicken 2005.

I tried all of the above except the QIF export/import since I have 30
accounts and frankly do not want to go through the effort of exporting them
only to possiblly find out it will not work. I did an import of a qif file
from Quicken into Money but it said that something wasn't supported in
Money.


 
Old 12-30-2007, 04:51 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: I Wish I Could Convert From Quicken 2005 to MS Money

In microsoft.public.money, Bob Brown wrote:

- quote -

> I can't even try Money because it won't convert my Quciken file. I tried to
> Export from Quicken and import to Money but I get a message that says that
> Money doesn't support some function of the QIF.


What version of Quicken? If Quicken 2006 or before, Money Plus
should convert directly with File-> Convert.

Remove the password on your Quicken file, if any. Then do Validate
in Quicken. I think that is File-> Validate.

Rick Hess posted that in Quicken you can select File-> Copy, and let
it make a copy of your file. This routine will, among other
things, defragment your file. Then convert the copy.

Change all custom types to standard Quicken types. Any custom type
will be converted to type Mutual Fund by Money.

Consider having a minimum of other things running when you do
the conversion in Money.
http://support.microsoft.com/default...b;en-us;310560
describes Clean boot etc, but you probably would not need that.

If the above are not successful, consider Super-Validate in
Quicken. Hold Ctrl+Shift keys down during the Validate process.
However http://www.intuit.com/support/quicke.../win/6148.html
warns of unneeded super-validate.



If you are going to use QIF export from Quicken, export EACH Quicken
account into a separate QIF file. Start the filename of each
investment account with an underscore. That will cause Money to
process them first when you import.

Then in Money Plus do File-> Import-> RecoverAccounts.

To avoid transfers from turning into two separate transactions, it
is important to import the QIFs into the new file all at once.
This is done by selecting using Ctrl+<click> to highlight all of
the files you want included.



- quote -

> I like Quicken but I'm pissed that yo can't export/import QIF fiels for
> Investment files.
> I looked all over the the MS web site for a solution but didn't see
> anything.
> I've looked into the newsgroups for a solution but didn't find any there
> either.
> It looks like I'm stuck with Quicken.

  #-1  
Old 12-30-2007, 04:41 PM
Bob Brown
Guest
 
Posts: n/a
Default I Wish I Could Convert From Quicken 2005 to MS Money

I can't even try Money because it won't convert my Quciken file. I tried to
Export from Quicken and import to Money but I get a message that says that
Money doesn't support some function of the QIF.

I like Quicken but I'm pissed that yo can't export/import QIF fiels for
Investment files.

I looked all over the the MS web site for a solution but didn't see
anything.

I've looked into the newsgroups for a solution but didn't find any there
either.

It looks like I'm stuck with Quicken.


 

Tags
2005, convert, money, quicken
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