Quicken to Money 2006 import issues

I tried the import wizard for the Money 2006 trial edition to get 5 years 
worth of data from my quicken 2003 data file and Money had issues with the 
file and wouldn't import.

I did find I could export the quicken file as a qif and then import it into 
Money, but there are still some issue:

1.  my expense catagories need to be applied to each transaction again
2.  All the transaction are marked with a status of (E) when they all but 
the most recent should be marked as reconciled (R).

If the only way around this is to change each transaction manually, I guess 
I'll have to do it (5 years = a lot of transactions), but I'm hoping there is 
something I either did wrong in the export and/or import process that I can 
redo and correct either or both of these problems.
0
rpgraff (5)
7/25/2005 6:16:06 PM
money 28651 articles. 7 followers. Follow

1 Replies
292 Views

Similar Articles

[PageSpeed] 19

Export all the accounts individually from Quicken, then import them to Money 
AS A GROUP by using Ctrl-Click during the import process. Pick the recover 
option, rather than import bank statement option. Do that in an empty money 
file.
-- 
Chris Cowles
Gainesville, FL


"rpgraff" <rpgraff@discussions.microsoft.com> wrote in message 
news:54B2A98F-4C4A-4C96-AAB7-E9AF32A88D9F@microsoft.com...
>I tried the import wizard for the Money 2006 trial edition to get 5 years
> worth of data from my quicken 2003 data file and Money had issues with the
> file and wouldn't import.
>
> I did find I could export the quicken file as a qif and then import it 
> into
> Money, but there are still some issue:
>
> 1.  my expense catagories need to be applied to each transaction again
> 2.  All the transaction are marked with a status of (E) when they all but
> the most recent should be marked as reconciled (R).
>
> If the only way around this is to change each transaction manually, I 
> guess
> I'll have to do it (5 years = a lot of transactions), but I'm hoping there 
> is
> something I either did wrong in the export and/or import process that I 
> can
> redo and correct either or both of these problems. 


0
NoSpam1246 (979)
7/25/2005 10:45:36 PM
Reply:

Similar Artilces:

Can't open my money file #2
Good evening, From today i can't open my money file, i had formatted my pc and i reinstalled money as usual. Today when i open my money file after typing the correct password the program show a screen where it say "Money has detected that you did not close file xxx before exiting Money now needs to verify the information in your file. .... Do you want do this now?" I click yes and it say "The email address or password is incorrect. Please try again" But i dont put nowhere any email address this is an old money file converted to new money 2008 un year ago i never ...

Internet Connections / News Updates Money 2004
I know that my internet connection works. I can view webpages with IE and also Money 2004. When I click on the update now links the message says that it goes through but the updates are not showing up. Also, when I am trying to setup my passwords for my bank accounts it needs to connect to the internet but It says I have no internet connection set up. I am using Adelphia Cable as my ISP. I contacted them and they say it is not their end why Money cant connect. I was given a cd to automatically setup my internet I did not manually configure anything. If you know anything about th...

Import and Export problem
Unfortunately, it became necessary to re-install windows XP due to a problem with a video driver. Before the re-install, I backed up all outlook files by doing an export to a CD and saving all contacts, e-mail folders and calendar to a .pst file. The CD tells me the file is there and they have data in them, but I can not get outlook to import the files back from the CD. I have tried to open the .pst files directly from the CD, specifying outlook at the program, but this will not work. Hopefully, someone will know how to recover my .pst data files as this is the only back-up I have. -- ...

Import raw MIME messages
Hi, Is there a way, or utililty, to import raw MIME messages into Outlook 2003 or Outlook Express? I would like to preserve the base64 encoded attachments, too. I have searched Usenet newsgroups with Google Groups, and I have searched SlipStick.com. I just cannot finding anything, but I cannot believe there is not an existing solution. Thanks, Lee You might want to try Redemption http://www.dimastr.com/redemption/ (will require the ability to write code on your part). "Lee C." <noSpam@hotmail.com> wrote in message news:tKudnTxM_OkMLTfcRVn-sA@comcast.com... > Hi, Is...

Updating Financial Institutions for Money 2004
I have money 2004 and I am setting up online services. American Funds is not listed as a financial institution. I know American Funds IS listed for Money 2006 after viewing the list of financial institutions supported by 2006 online. Anyone know how to update financial institutions for Money 2004 or do you know why it's not there? In microsoft.public.money, "C Jensen" <C Jensen@discussions.microsoft.com> wrote: >I have money 2004 and I am setting up online services. American Funds is not >listed as a financial institution. I know American Funds IS listed f...

XML Serialization Issue
I recently added a new property to a base object that had a property with a protected set. After adding the new propery to the class that inherited from that class, I get the below error. This web service was working until this change. System.InvalidOperationException: Unable to generate a temporary class (result=1). error CS0272: The property or indexer 'USI.Data.Common.BizBase.IsValid' cannot be used in this context because the set accessor is inaccessible error CS0272: The property or indexer 'USI.Data.Common.BizBase.IsValid' cannot be used in this context because the...

Money 2002 transaction status flags ("E", "C", "R") have all disappeared
Hi, After many months of using Money 2002, yesterday I suddenly noticed that the column in my resgister that shows the cleared status of each transaction is empty. Not a single transaction is marked "C", "E" or "R" -- even the ones that have been reconciled for years, I _can_ change the status of transactions in the normal way (clicking in the "C" column or using CTRL-M), but again, nothing shows in the display. It seems like a bug in the display of the data rather than actual corruption of the data, since I can toggle the flag "invisibly" ...

upgrading Money 2002 Standard to 2004
Money 2002 Standard came with my computer. It allows me to track my investments. From the comparrison chart, it appears that 2004 Standard does not have this feature. Could someone confirm this for me? Thank you. Jeff wusiwug >-----Original Message----- >Money 2002 Standard came with my computer. It allows me >to track my investments. From the comparrison chart, it >appears that 2004 Standard does not have this feature. >Could someone confirm this for me? Thank you. > >Jeff >. > ...

Money 2005 Bug: Portfolio toolbar button loads blank page titled Portfolio Manager
Problem Description: Clicking on the Portfolio toolbar button loads a blank page that's titled Portfolio Manager. That's it! I can't see any of my open positions, etc... using this toolbar button. Frequency of problem: Always Happens Operating system / version: Microsoft Windows XP Professional - 5.1.2600 Computer manufacturer and model: Dell Computer Corporation, Dimension 8200 Processor model and speed: I586IV, 1994 MHz Memory (RAM): 523.276 MB The only input I can offer is that I have the same problem on one computer, but it works fine on the other. I converted from 2004 Delu...

When Must Lotus be imported To Lotus Before/After
This question is complicated, but one that I will need to do very shortly. I currently have an operating system of Windows 98, and I am wishing to upgrade to Windows XP, Home Edition. Now the complicating part, on Windows 98, I have Lotus SmartSuite 9.0 and the end result is that I wish to have Excel on Windows XP. Must I install a Excel version onto Windows 98 and import my Lotus Files into it, before upgrading, or must this all be done after upgrading? I have a second question as well, and that is must I get Lotus SmartSuite 9.8 which is compatible with Windows XP in order to s...

Importing portfolio to Netscape 7.2
Having trouble viewing portfolio with IE6.0 Updates every minute regardless of update freq settings. Cannot do any work. Therefore...... Is there a way to import my stock portfolio from Microsoft Money online server into Netscape 7.2 "Money & Business" portfolio ? If I have to rebuild it from scratch in Netscape, it would take a month to re-enter all the historical buy and sell activity. If I do not, all Gains & Losses YTD and over-all will be false. Thanks for any help. Jim. ...

Importing Vendor/Supplier Items
Is anybody successfully importing their supplier/vendor purchase order items into RMS SO 2.0? We would like to import all the item information from a PO that we have ordered on a vendors web site or spreadsheet (including item descriptions, UPC codes (and set these as our ILCs) pricing etc), so we don't have to manually enter this. I can see a lot of potential problems (existing items versus new items, existing cost versus new cost, different layouts for different suppliers) so any feed back would be appreciated. Is anybody using any add-on modules to accomplish this? If so how do...

How to remove surf.mar@ pop up in Money 2008?
I'm having a problem with Microsoft Money 2008 Plus Home & Business and I think it must be a security setting thats not set right, but I can't find where to change it. It has something to do with Internet Explorer & Money (according to Google search). When I first open up the program it immediately pops up a box saying: Do you want to open or save this file? Name: MNY1CB4.surfplace Type: SurfBoard Shim Doc Object View, 1.50KB From: surf.mar@ I click open and it will load the login page. I enter my login and it says the exact same thing over again. I hit open and i...

Importing pst into Exchange 2007
Hi all I know there where several postings about this problem some times ago. Is there still no way to import pst's into Exchange 2007 Server? I know the different migration scenarios, but the fact is that I received two DVD's with pst-files, which where exported from an Exchange 2000 Server using exmerge. And now I have to import these files into an Exchange 2007 Server! Has anyone an idea, how I manage this? Please don't tell me that this is still not possible! Any suggestions would be greatly appreciated. Thanx and regards Paul On Wed, 10 Jan 2007 21:36:04 +0100, &q...

budget won't open in Money 2004
Hi there, I have Money 2004 (oem) on my computer here at work. I've opened my money file that I created at home using Money 2003. The file opens okay (it seems to go through the conversation function just fine), but I cannot access the budget. I can check out everything else: account list, bills, cash flow, etc. But when I click on "Budget" absolutely nothing happens. Can you open the budget if you create a new file? I'm guessing you can. Why you may want to try is to create a new budget on your home file and with that as the active budget, try to convert that file o...

Upgrade from Money 97 to 2004 and additional ?
I have been operating in Money 97 since the beginning of time. I have recently obtained Money 2004, and wished to ask the user group of any issues prior to upgrading to the latest edition. They are both Standard editions, as it is used for personal home use. I appreciate any assistance offered to avoid pitfalls. Secondly, I have discovered that I have incorrectly accounted for a Loan/Overdraft protection account that effects multiple accounts. Is there a way to make holistic changes vs. individual line items in either edition? I have been unable to find this tool, and have near...

money install #2
Hi everyone, Just got my copy of Money Plus Home and Business (haven't installed yet). Anything I should know before installing? Someone said you should turn off UAC before installing and trun it back on afterwards (I have Vista Ulitmate) - that right? Anything else I should know? Thanks for your help. Jim If upgrading from a previous version the .mny file must live in a directory that you have full access to. Program Files is NOT a good place. -- Regards Bob Peel, Microsoft MVP - Money For UK tips & fixes see http://support.microsoft.com/default.aspx?scid=fh;EN-GB;mny. I do n...

Money 2004 Principal / Interest Load Payments
Hi All! I'm having problems with Money 2004 Deluxe and the calculated principal and interest on loan payments. When I set up the account(s), I told Money to create the payments. The first time I used the payment entries the calculations worked correctly. Then next time, they did not and assigned the entire payment to the principal (if only I could get the back to do that). Is this caused by some kind of corruption in the program or data file? Is anyone else having problems with calculated interest in payments? - Glen ...

Money 2005: Can't Get Support
I tried to open an on-line ticket for the upgrade problems I am having (2004-->2005), but the Microsoft site says "The Product ID number you entered is not supported in the country that you have selected. You may go back and choose another country or enter another Product ID number." I'm in the US. I selected "United States" and I purchased by d/l direct from Microsoft. BTW: Trying to report: 1) Cannot restore a backup unless I am connected to the internet. 2) When I started 2005, it converted from 2004 but lost quite a few transactions. 3) The first time the s/...

Quicken import
When importing Quicken data into Microsoft Money 2004 deluxe, checking account shows a balance of 0.00. Are you asking a question or bragging? Why do you think it shouldn't show a balance of $0.00? Are we talking starting balance or final balance? Does it import the transactions as you expect? Is this a QIF account import or a Quicken data file conversion? We are willing to help but you've just got to throw us some bones here. "Walter" <oldsgt@satx.rr.com> wrote in message news:2e9101c373d8$779cf0d0$a401280a@phx.gbl... > When importing Quicken data into Micro...

MS Money 2006 and Money for PPC
I have installed MS Money2006 trial version and microsoft money for Pocket PC, Windows Mobile 5 operative system,device i-mate JASJAR. i can't sinchronize both money data pn PC and PPC and all the time ther is window with message "reading device databases". With Windows Mobile 2003 SE with same softwares there was no problems. I'm using also ZoneAlarm Firewall. If somebody know solution, I will appreciate it! Thanks in advance. Davor Opic P.S. Please, if you want, answer on my email addres: davor.opic@po.htnet.hr ...

Sorting imported text
I have a spreadsheet into which I've imported a great deal of data in two columns only. I set out rows one, three and five of hundreds of such rows. The cells in column A consist of place names. (The "C" following the place name stands for "City", the "A" for "Area".) The cells in column C represent the population of the city or area, as the case may be. I've formatted the cells in column C as numbers. Albury (C) 44887 Armidale Dumaresq (A) 24596 Ashfield (A) 40258 I want to sort the placenames in order of their po...

Import outlook contacts as account
Hi All! Know about importing contacts and leads. Understand that can develop tool to convert comma-separated file into a set of accounts in CRM. But what about existing solution? Thanx for advance. Only existing tool would be the Data Migration Framework. Matt Parks MVP - Microsoft CRM ---------------------------------------- ---------------------------------------- On 24 Jan 2005 07:10:40 -0800, "Andrey Ptashinskiy" <ptash@mail.ru> wrote: Hi All! Know about importing contacts and leads. Understand that can develop tool to convert comma-separated file into a set of account...

Cannot import data from outlook express into outlook. Help?!
My version of outlook only offers me the choice of importing from O.Express 4.x or 5. I have O.Express 6.0 and wonder if there is some patch that I need to download in order to update my Outlook programme or am I fighting a losing battle? OL2003 allows for importing from OE 6.x. Not sure about OL2002. "Seahorse" <Seahorse@discussions.microsoft.com> wrote in message news:2B7733D6-3218-4CF6-8330-7B6899F1380B@microsoft.com... > My version of outlook only offers me the choice of importing from > O.Express > 4.x or 5. I have O.Express 6.0 and wonder if there is some ...

issue with ex2k7 ccr cluster and ntbackup
hi ng have a problem with my ex2k7 ccr cluster and ntbackup. because there is not a backup software available which support ex2k7, we use ntbackup for online backup. we backup every single database. the backup is running without problems and the eventlog seems to be clean but the logs will not deleted. on a single mailbox server, which hold the public folders, i see that ntbackup works fine and the logs are deleted after a succesful full backup. has anybody heard about such a behaviour? any hint will be appreciated. regards olaf Are you by chance backing up the passive cluster node with N...