Thanks Cal!

"Cal Learner-- MVP" wrote:

- quote -

In microsoft.public.money, Frisco198 wrote:

- quote -

You won't. See http://xl2qif.chez-alice.fr/links_en.php for some
conversion programs.

- quote -

Thanks for the ideas Ken. I don't see an option in Excel to convert or
export in any of those formats. I may very well try an Excel group or google
query though. I've already spent more time than I should on this, but the
challenge factor won't let me go yet.


"Ken" wrote:

- quote -

Frisco198 <Frisco198[at]discussions.microsoft.com> wrote:

- quote -

You can - but on a periodic basis. I happen do to it every
morning when I download credit card transactions, so I am always
up to date. I don't think there is one big "import all of last
year's transactions" feature though.

- quote -

Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

In microsoft.public.money, Frisco198 wrote:

- quote -

Money registers hold transactions such as Buy, Sell, Dividend,
ReinvestDividend, and so forth. If your Schwab CSV file had that
info, then there could be some outside application that could help
convert. If the file has just gain and loss info, that is not going
to have the info you need for Money.

Unless you have very large history, it is probably easier to enter
the past transaction data by hand and keep up with current
transactions by download.

Perhaps start a new query asking how to get excel info into money. Like you
say, surely this feature should be available.

I do not have Excel.

Money can import OFX and QIF files.

Perhaps excel has a feature to export in one of these formats.

Or

Perhaps Excel can Convert to TXF, the format Taxcut will except. A query
with excel newsgroup might be in order.

Also try Google, what you are trying to do is not unusual, expect you will
find lots of help.

Good luck,
Ken




"Frisco198" <Frisco198[at]discussions.microsoft.com> wrote in message
news:9168F737-7768-4F47-807F-40E11B8B3D62[at]microsoft.com...
| Thanks Ken. I can indeed get it into Ecxcel, but can't figure out if
there
| is way to get it from there into Money (or Taxcut). This would seem to be
| such a desireable feature, it's hard for me to believe neither the Money
not
| Taxcut folks have included it as a capability. I'm just assuming it's my
| "newbie-ness" that is keeping me from seeing how to do it.
|
| "Ken" wrote:
|
| > One can import csv files into Excel, or most any spreadsheet program for
| > that matter.
| | > I believe there are ways to export Excel to Money.
| | > However Taxcut may be able to take spreadsheet info directly from Excel.
I
| > think Turbo does.
| | > Just a thought,
| > Ken
| | > "Frisco198" <Frisco198[at]discussions.microsoft.com> wrote in message
| > news:43FF43E4-1BE0-4B06-AE52-210A7305399D[at]microsoft.com...
| > | I can export such data in a csv format from the Schwab site to my PC.
Is
| > | there anyway to get it from there into MS Money Plus? What I really
want
| > to
| > | do is get it into Taxcut software which seems to work with MS Money.
| > Thanks
| |

Thanks Ken. I can indeed get it into Ecxcel, but can't figure out if there
is way to get it from there into Money (or Taxcut). This would seem to be
such a desireable feature, it's hard for me to believe neither the Money not
Taxcut folks have included it as a capability. I'm just assuming it's my
"newbie-ness" that is keeping me from seeing how to do it.

"Ken" wrote:

- quote -

One can import csv files into Excel, or most any spreadsheet program for
that matter.

I believe there are ways to export Excel to Money.

However Taxcut may be able to take spreadsheet info directly from Excel. I
think Turbo does.

Just a thought,
Ken

"Frisco198" <Frisco198[at]discussions.microsoft.com> wrote in message
news:43FF43E4-1BE0-4B06-AE52-210A7305399D[at]microsoft.com...
| I can export such data in a csv format from the Schwab site to my PC. Is
| there anyway to get it from there into MS Money Plus? What I really want
to
| do is get it into Taxcut software which seems to work with MS Money.
Thanks

Thanks Ed. I just bought MS Money hoping it would be able to download all my
info from Schwab and then export it to TaxCut allowing me to skip all the
data entry. Oh well, maybe I'll let it track things monthly for me this year
and do what you suggested for next year's taxes. Thanks for the reply

"Ed Hansberry, MS-MVP/Mobile Devices" wrote:

- quote -

Frisco198 <Frisco198[at]discussions.microsoft.com> wrote:

- quote -

Don't think so. Your gain/loss info in Money should agree with
Schwab if you used MOney all year to track your purchases/sales
and had the right purchase date for anything sold so the LT vs ST
amount could be calculated.
--
__________________________________________________ ________________________________
Ed Hansberry (Please do *NOT* email me. Post here for the benefit of all)
What is on my Pocket PC? http://www.ehansberry.com/
Microsoft MVP - Mobile Devices www.pocketpc.com
What is an MVP? - http://mvp.support.microsoft.com/

I can export such data in a csv format from the Schwab site to my PC. Is
there anyway to get it from there into MS Money Plus? What I really want to
do is get it into Taxcut software which seems to work with MS Money. Thanks