What you need to know before converting. Quicken is currently able to import files from Microsoft Money 2007 and 2008, and Money Plus Deluxe only. If you have an older version of Microsoft Money, you will need to upgrade. Download to use for the process of importing your file into Quicken. Your Microsoft Money software must be installed on the same computer as Quicken. The version of the data file you plan to import must match the version of Microsoft Money you have installed. (For example, to import a Money 2007 file, you must have Money 2007 installed, and to import a Money 2008 file, you must have Money 2008 installed.).
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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.Import your Microsoft Money file. Create a new Quicken data file. Select File menu New Quicken File. Your Quicken data file must be empty in order for the import to work properly. Once you've created and saved your new file, select File menu, File Import, then Microsoft Money© file.
After you have imported your Microsoft Money file, we suggest you read the article. Recurring Automatic Payments (“Apay”): Before you import your data into Quicken, we recommend that you go into Money and cancel any Recurring Automatic Payments you have in Money. 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.
Money Plus Home & Business customers: You may import your data into Quicken, but please be aware that some of your business-specific data—such as Project, Inventory, Customer, and Product data — will not be carried over. 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.First steps to take in Quicken after converting.
After you have completed your successful conversion, there are a few steps you should complete before continuing. 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. Set up your accounts for Transaction Download and Online Bill Pay.
Many financial applications have the ability to export their data to QIF files. Dec 24, 2019 Bottom Line: CountAbout, which can import Mint and Quicken.
Any instructions you had in Money may need to be reset in Quicken. Set your recurring payments. If you stopped them there won’t be any duplicate 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.To review the full list of first steps, see.
Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Online services require internet access.
Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details.
Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App.
The App is a companion app and will work only with Quicken 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe. 15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase.
Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change).
You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.
If you are redeeming the free Quicken Starter product through the purchase of TurboTax, and you are currently in an active Quicken subscription and not within 6 months of your renewal date, you will have to return to this page within 6 months of renewal in order to redeem. Additionally, note that if you are currently subscribed to Quicken Deluxe, Quicken Premier or Quicken Home & Business, by redeeming the free Quicken Starter product, you will lose some of the features that are associated with your current higher-tiered product.
Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.
30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness.
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Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc.
Other product and company names mentioned herein are property of their respective owners. Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business. Illustrations © Adam Simpson. All rights reserved. © 2020 Quicken Inc. All rights reserved.
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