via_newsgroup
Wed Jan 19 08:36:23 CST 2005
In microsoft.public.money, Psyclone wrote:
>I too am interested in converting from Quicken as a result of their
>abandonment of QIF downloads. I tried to switch to Money a year or two ago.
>I have been using Quicken for what must be a decade or more and have
>investment data (buys/sells) entered for a quarter of a century. When I
>tried to switch before it was a huge task for me. I am very persistent, but
>I had to give up. Life is just too short. I don't recall all the issues,
>but I seem to recall it didn't handle transfers between accounts which messed
>up all my investment data.
Here are some things that might be useful if you are converting from
a version of Quicken older than the version of Money you are using:
First 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.aspx?scid=kb;en-us;310560
describes Clean boot etc.
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/quicken/2003/win/6148.html
warns of unneeded super-validate.
If your import does not work, or if you are trying to convert
Quicken 2005 to Money 2005, here are some considerations:
You will have to have your existing version of Money installed when
you export each of your accounts to a loose QIF file. You will
have one file for each account. For an investment account, you
will have a file for the investment transactions, and a separate
file for the cash transactions.
A non-obvious thing: Richard Bollar has discovered that it is
important that the investment accounts be imported first in the
process. How? Name the QIF files such that they come first
alphabetically. So you could, for example, lead off each
investment account's QIF file name with an underscore. That will
alphabetize before numbers and letters.
Then File->import into Money. You will definitely want to
select ALL of the QIF files at once with cntl+<click> or
shift+<click>.