In article <#7KYBMuCJHA.2060[at]TK2MSFTNGP05.phx.gbl> ,
invalid[at]invalid.com says...
- quote -

Yes, found the group, and thanks. Now to find a pointer to how
to massage QIF files so that the program will accept them

--
chagin1 at yahoo dot com
** Posted from http://www.teranews.com **

John Pollard wrote:
- quote -

Ahh. I see you have done that already.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

full name wrote:
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I've never made the conversion before, but I think I recall
there is a bug in the "converter" that creates Quicken checking
accounts out of Money credit card accounts.

But there is a way to "combine duplicate accounts": select the
transactions in the FROM account as you would select files in
Windows Explorer, then click Edit > Transaction.

There you can elect to "Move transactions" to the TO account, or
to "Cut" transactions which you then "Paste" into the TO
account.

When you finish, you can delete the FROM account.

I suggest you backup before attempting steps like this,
especially as a new Quicken user. A backup to your hard drive
should suffice.

I'm guessing that what you are calling "recurring bills" is
"Scheduled Bills & Deposits" in Quicken ... found in the "Cash
Flow" menu.

I know of no tutorial that maps Money lingo/commands to Quicken
lingo/commands.

You can post your future Quicken questions in the Quicken
Newsgroup; there are plenty of knowledgeable users there who can
help.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Cal Learner-- MVP wrote:
- quote -

Thanks for the info.

--

John Pollard
First initial underscore Last name at mchsi dot com
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In microsoft.public.money, Cal Learner-- MVP wrote:

- quote -

It turns out that I was in error. The
File-> Import-> DownloadedStatements is *not* being turned off with
the online services expiration. My mistake.

In article <OFWgroqCJHA.1224[at]TK2MSFTNGP02.phx.gbl> ,
invalid[at]invalid.com says...
- quote -

This is disturbing - I just started to try the transfer from
money to quicken, and I find that in some ways, Quicken seems
much harder to get to "behave". I can't get the credit card
accounts that it imported to be listed as credit cards, for
instance; they just appear like normal chekcing accounts. I
downloaded transactions from my bank OK, and now I have 2 credit
card accounts - one "below the line" in the cash flow center,
and one above - and I can't get them combined. Money at least
lets you combine duplicate accounts. I can't find the recurring
bills type fo section, etc. Where is there a tutorial for money
users (for me, since money 99) that maps commands from one to
the other?
--
chagin1 at yahoo dot com
** Posted from http://www.teranews.com **

In microsoft.public.money, John Pollard wrote:

- quote -

In File-> Import-> DownloadedStatements, the QIF is treated as a
statement. The separate command is File-> Import-> RecoverAccounts.

Unlike statements, RecoverAccounts can work with investment as well
as regular accounts. It also allows the selection of multiple QIF
files for the purpose of resolving transfers that might be involved
in bringing in accounts with this method.

Cal Learner-- MVP wrote:
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I forgot to ask: what is the distinction between "new or
recovered" accounts as it relates to File > Import > Recover
accounts .... Is there a separate path to import qif files for
"new" accounts?

- quote -

--

John Pollard
First initial underscore Last name at mchsi dot com
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Cal Learner-- MVP wrote:
- quote -

Thanks. I found the way to import qif files as statements, how
do you import them independently? Is that what "Recover
Accounts" is for?

--

John Pollard
First initial underscore Last name at mchsi dot com
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In microsoft.public.money, John Pollard wrote:

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Money maintains its ability to File-> Import QIF files for new or
recovered accounts. What expires is that after expiration, Money
won't read QIF files as statements. The main implication is that
Money only checks for duplicate transactions when the QIF file is
imported as a statement.

So for operations like importing accounts from different versions or
software, or merging accounts, or bringing in edited sets of
transactions, File-> Import of QIF files still works after online
services expire.

Jeff wrote:
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I'm not entirely sure what you are looking for here (what are
"category transactions"?). There are several Quicken reports
that can sort/subtotal on category, and you can click next to a
category in the Category List to see what transactions use that
category.

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I think those who really need qif file imports will perform the
edit. But qif files have decreased significantly in importance,
and will continue to do so if Intuit/MS are able to convince
more fi's to support OFX. To the extent that QIF file importing
is needed for rare special occasions only, the extra editing
will seem a trivial task.

And I note in a very recent post here by Cal Learner, that when
MS sunsets a Money version, that Money version loses its ability
to import qif files. Unless I misunderstood that post, I would
say that having to edit a qif file before importing it, is
nothing compared to not being able to import it at all.

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Well, statements like, "Quicken continues to make sure you
cannot import qifs
(although you can export a qif)", don't appear to be opinions;
they appear to be what you think are facts. There was nothing
in your statement about the ease of importing qif files: it's a
statement that you can't import them in Quicken ... when, in
fact, you can.

I appreciate that different products will appeal to different
people; I have never tried to talk anyone out of switching to
Money (though I have cautioned some who have claimed to be
switching because of some problem with Quicken ... as if Money
didn't have any problems). I assume each individual can decide
for themselves what they like ... but it is harder for them to
do that if they get bad information.

By the way, I don't want Money to go away either; I'm not even
sure I like the idea that MS won't be releasing new versions of
Money each year. I can understand there may be good reasons for
their decision, but I like the idea that MS and Intuit compete
against each other; if one of them were to drop out of the
personal financial application business, that would not be good
for the customers of the remaining participant, to say nothing
of the customers of the dropout.

[In an interesting coincidence, I just tried to start M2007
Deluxe and I as soon as I click "Next" on the opening screen, I
get a message saying "Money has encountered a problem and needs
to close". Can't get past that screen. It worked fine
yesterday.]


--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

Hi John. Sorry my post upset you..it was not intended to do so and I
readily admit that I do not know Quicken as well as I know Money. It
was mostly a personal opinion and stated as such. I recognize that
you are a strong expert in Quicken and appreciated the help you've
provided to me on that group.

If there is a way to view category transactions, I could not find it.
I said "it appears...". I'm sure I'm probably wrong about this one
and would be happy to have you point out how it is performed.

Money's retirement planner absolutely provides more information than
Quicken's.

You have to admit, the qif import is not as trivial as it is in
Money. Editing a qif file before importing it is not something many
people will readily perform.

I realize that you can export Quicken reports to Excel, but as I said
in my post, it is far easier using Money Ultrasoft. Using Ultrasoft,
I can click one button in an Excel sheet and have it automatically
update data from my Money file.

I'm surprised by your reaction. My post was very much stated as
opinion and I realize that opinions are just that. The point was that
I don't want to see Money go away. I like it better. Just my
opinion.

Jeff wrote:
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Wrong. If you don't know any better, do not post false
statements. [And what you read somewhere does not count as
proof of your claim ... I can prove you wrong.]

Indeed, I just recently read here that Money will discontinue
all QIF file imports when your term runs out ... Quicken will
import QIF files for every version ... even after you can no
longer download from QFX files from your fi, or download quotes,
etc. [Quicken versions later than Q2004 make importing QIF
files more difficult ... but NOT impossible.]

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Please provide evidence of this.

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Another false statement. Exporting data from Quicken to Excel
is trivial.

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Your personal opinion is just that: an opinion. If you like
Money better than Quicken, no one in the world could argue with
you. But you can't provide false claims to make it appear that
your opinion is the same as a fact.

--

John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup

I got a little scared by the recent decision to not produce a new
version of MS Money and so as a back up measure I updated an old
Quicken file and then upgraded to Quicken 2009 Premiere which just
came out.

I know that many here have quibbles with ongoing bugs and unmet wishes
for new features, but I have again realized why I switched to Money
many years ago and have stuck with it. Money has a far cleaner
interface, has fairly intuitive means to get where you want to be, and
can provide just about any information via customizable reports.

Quicken continues to make sure you cannot import qifs (although you
can export a qif). It appears that you cannot view transactions for a
given category, and the retirement planner provides very limited
information compared to Money's. I also like that Money data can be
exported to Excel via Ultrasoft (I used it to more finely track asset
allocation)...this cannot be done in Quicken without many more manual
steps. And the Portfolio in Money is far cleaner.

To be fair, there are some nice features in Quicken such as
Morningstar ratings built into the program, but not enough to overcome
the problems.

I really hope Microsoft finds a way to keep this product alive. Even
without attempting to keep up with Quicken it is so much better in my
opinion. Long live MS Money!

Jeff