Microsoft Money is a software program on Windows for tracking your accounts, similar to Quicken. Microsoft stopped selling it in Other than not being able to automatically download transactions and securities prices, the software still works.
I had no problem in installing it or running it on Windows The new generation online and mobile account tracking applications such as Mint or Personal Capital are easier to use but desktop applications such as Microsoft Money or Quicken still have their advantages in some ways.
With some initial input from me, a third-party developer Robert developed ways to download transactions and stock and fund prices and update them in Microsoft Money.
The setup is well documented on the PocketSense website. Because Quicken is still around, most of them still offer downloads from their websites in the Quicken Web Connect format. If you want to skip the manual steps of saving the file and changing the file extension, you will have to do a few tweaks to make the computer open the.
After these tweaks the download will go directly from your browser into Microsoft Money. First you have to make the computer understand the. You need to add a few registry entries. Following the manual edits in the comments from James Pelham Burn worked.
If you log in as an administrator account only to install software and you log in as a regular account for routine use, make sure you do the registry edits in both accounts. Delete the NoOpenWith entry. Please choose another program. Now download a transaction file in Quicken Web Connect format and save it somewhere. Right click on it and select Open With. Check the box to always open this type of file with this program. It takes some work up front but after you are all done, you can just download transactions from the websites of your banks and brokers in the Quicken Web Connect format.
The download will go directly into Microsoft Money. If you are paying an advisor a percentage of your assets, you are paying x too much. Learn how to find an independent advisor, pay for advice, and only the advice. Find Advice-Only. Has anyone had success with something like that? Perhaps it will work if I tweak the QIF format? I did not. I have Quicken Premier for Windows and was able to transfer Quicken data only after following the registry edits that Harry lists above.
I had to replace the hard drive on my laptop. Try running the install as administrator. Right click the executable to do that. Also, you may need to run it in compatibility mode, i. Considering the age of Money, that might be XP. Thanks so much for your help, and for your prompt response! Everything looks good, however when I double click on an qfx file nothing happens.
I changed the extension of the file to ofx and it imports correctly. Any ideas what I am doing work? I used to use Money all the time and then switched to Quicken when they discontinued it. I saw your article and have been looking to find something other than quicken. Can I import my current quicken file into the Money Sunset file? Does anyone know of a free program that converts these file formats so Money can import them? If that is what you want to do, let us know.
The process includes selecting all of the QIF files and importing all at once. If, on the other hand, you are wanting to bring in transactions from a financial institution into Money, that is a different thing.
Is there a free program or one that doesn't cost a lot that will convert these files so Money can read them? Any thoughts about skipping the November security update and waiting on the December update instead. If this doesn't work, I may resort to a complete reinstall of the operating system.
Then select the file. QIF file in Windows Explorer, and either double-click it or right-click and choose open. Brokers and credit cards often do that, and only a few banks do.
If you have a problem with one of the hle tools, you might post that here. He has provided useful help here in the past.
Mainly the duplicate transaction method is less sophisticated. Money presumes that if a QIF statement has the same amount and same date and same payee, they are the same transaction.
That is true, even if the transactions are in the same QIF file. If you are in the process of reconciling your accounts in Microsoft Money, we recommend that you finish reconciling before importing because Quicken won't know where you are in the process if you import mid-stream. Money should not be running during the import process. Please exit the program before starting. Create a new Quicken data file. Your Quicken data file must be empty in order for the import to work properly.
After you have imported your Microsoft Money file, we suggest you read the article After importing your Money File into Quicken. We'll import those payments into Quicken, but you'll have to set them up again to be paid online. Canceling your payments before importing ensures that you won't get duplicate bill reminders in Quicken when you sync up with your bank.
Quicken currently does not support the import of this data. However, the rest of your data — your accounts, scheduled bills, categories and transactions — will be imported. Merging data from Money and Quicken: Quicken is not able to merge data from a Money file into a Quicken file. It can only create a new Quicken file and then import your Microsoft Money data into it. Review your account and payee names to ensure they converted properly. Because of the slight differences between the two programs in maximum character length and permitted characters, you may need to change the names of some of your payees or accounts.
Any instructions you had in Money may need to be reset in Quicken. You can also set up Quicken Bill Manager. For more information, click here.
Set your recurring payments. Check your accounts' balances. There are some differences between how the two programs record information. As an example, Quicken separates the cash portion of your investing account into a banking account, while Money included this linked cash account in the investing total.
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