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Cannot upgrade Money 2002 to 2008 RRS feed

  • Question

  • As Money is now not supported I am trying to use the Quicken converter (in Quicken Personal Plus 2011) to import my Money file. It requires a  Money 2008 file. I downloaded Money 2008, and it could not convert my 2002 file.

    I then worked through the instructions on the Microsoft Knowledge base http://support.microsoft.com/kb/919524/en-us, but after going to the intermediate step of installing Money 2004, I get the message that my file is incompatible.

     

    I would be so grateful if you can offer any clues. BTW I am running Win 7 and my Money 2002 is for the Australian region.

     

    Wednesday, April 27, 2011 1:52 AM

Answers

  • You would need the Australian International version of Money 2004 to import your existing Money 2002 file. Other regional versions will not be able to import it.

    If you want a newer version of Money:

    • Export your data as loose qif. You will need to export each account separately and reopen any closed accounts to be able to export their data and retain your history.
    • Then install Money Sunset http://www.microsoft.com/money/sunset.mspx and import your data. Import all the accounts together and the links between the transactions will be recreated.
    • Sunset can be used in any region.

    You should be able to import the qif data to Quicken if you prefer that.

     

     

    • Marked as answer by keepsmiling Saturday, April 30, 2011 2:16 AM
    Wednesday, April 27, 2011 7:51 AM

All replies

  • You would need the Australian International version of Money 2004 to import your existing Money 2002 file. Other regional versions will not be able to import it.

    If you want a newer version of Money:

    • Export your data as loose qif. You will need to export each account separately and reopen any closed accounts to be able to export their data and retain your history.
    • Then install Money Sunset http://www.microsoft.com/money/sunset.mspx and import your data. Import all the accounts together and the links between the transactions will be recreated.
    • Sunset can be used in any region.

    You should be able to import the qif data to Quicken if you prefer that.

     

     

    • Marked as answer by keepsmiling Saturday, April 30, 2011 2:16 AM
    Wednesday, April 27, 2011 7:51 AM
  • Thanks for the important tips Dominic. Armed with your instructions and extra from the Quicken site I have eventually migrated my Money 2002 file to Quicken Personal Plus 2011.

    I used

    http://www.quicken.com.au/kb/issue_view.asp?ID=4053 plus the Quicken Converter instructions.

     

    It took me two days, as I was checking the various versons of each file to ensure that hisorical data was preserved! I was able to migrate my personal finances, cheque and credit accounts, as well as my share portfolio and a group of Managed funds. The important tip from me is that all the accounts must be moved to an account of the same name set up in Quicken, and the interface in that program is much more complicated than the simple familiar Money.

    Also I did take the stepped route of saving Money 2002 as .qif files and importing them into Money Plus (2008 –sunset version http://www.microsoft.com/money/sunset.mspx) and then saving them again as .qif files, before importing them into Quicken. 

    Last tip is to use two computers to do this. I worked on my notebook, which did not have Money 2002 installed and importantly had no old Money files stored.

    The process will fall over if Money Plus finds an old (Money 2002 .mny) file which it then says it cannot use, and it locks you out of the file menu with the option of importing the .qif file (that you have just created using Money 2002)

    Once again thanks for the help and I am happy to help others if they are stuck.


    Saturday, April 30, 2011 2:15 AM