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importing QIF files

    Question

  • I am using Money v.14.0.120.1105 2004 and want to import QIF file into an account register - when I click file/import I am offered INV ( *.inv) or ALL FILES

    If I select ALL FILES will this do the trick - I do not want to proceed if there is a chance of causing a problem to existing MS Money data

    Help appreciated

    crossangle


    crossangle
    Saturday, July 09, 2011 8:58 AM

All replies

  • In that situation I would create a copy of my main money file (or several copies) and import the QIF to one of them.  If you are happy with the results then continue to use the copy and keep the old version as a pre-import reserve.
    Saturday, July 09, 2011 10:44 AM
  • You are using Money 2005. See http://social.microsoft.com/Forums/en-US/money/thread/7a8004a7-4b5d-436c-b0c6-99167d9ce509 if you have not done so.

    It's been a while since I ran Money 2005, but I think that when you do File->Import, you are precented with downloading a statement or downloading a new or recovered account. When you download a statement, that could be QIF, OFX, and maybe even OFC.

    The new or recovered account(s) would be (a) QIF file(s). In that case, Money would not look for duplicates, as it would if downloading a statement.

    You might want to tell us the actual sequence that leads up to your making your choice. Tell us what you are trying to do.

    Another way to import a QIF statement is to open Money by double clicking the *.qif statement file in Windows Explorer.

    Saturday, July 09, 2011 12:42 PM
    Moderator
  • Hi,, Thank you both for your replies - apologies for delay in responding.

    A member of my family has a different financial programme and I needed to transfer some of that data into my MS Money and it was in the form of both a QIF file and a print out

    As I am not too proficient in computers I chickened out and  I have copied the data manually into MS Money rather than risking any compromise on existing data

    However I am interested in taking a copy of my MS Money file and experimenting  (as banjomike suggests )  - but.....how do I take a copy of my existing  MS Money file ?


    crossangle
    Tuesday, July 12, 2011 7:18 AM
  • Fo Cal

     I read the link you gave to me in the first para for which thanks....and wonder how do I find out when the new bit is available to me ? Where should I be looking if this is imminent ?

     


    crossangle
    Tuesday, July 12, 2011 7:24 AM
  • Hi,, Thank you both for your replies - apologies for delay in responding.

    A member of my family has a different financial programme and I needed to transfer some of that data into my MS Money and it was in the form of both a QIF file and a print out

    As I am not too proficient in computers I chickened out and  I have copied the data manually into MS Money rather than risking any compromise on existing data

    However I am interested in taking a copy of my MS Money file and experimenting  (as banjomike suggests )  - but.....how do I take a copy of my existing  MS Money file ?


    crossangle


    There is more than one way. Close Money before making the copy.

    http://www.microsoft.com/resources/documentation/windows/xp/all/proddocs/en-us/app_win_explorer.mspx?mfr=true

    I was looking for better descriptions. Back in the old days, there were lots of places that explained how to copy a file. Here is my description. Identify which part you don't understand,

    1. Open Windows Explorer. One way to do that is to hold the WindowsKey down and press the 'E' key.

    2. Browse to the file you want to copy.

    3. Right-click the file, and choose Copy.

    4. Right-click a blank place within the folder, and choose Paste.

    5. Rename the copy to something appropriate. To do that, right-click the copy, and choose Rename.

     

     To open a particular Money file from Windows Explorer, you can right-click that file and choose Open.


    Tuesday, July 12, 2011 6:21 PM
    Moderator
  • Fo Cal

     I read the link you gave to me in the first para for which thanks....and wonder how do I find out when the new bit is available to me ? Where should I be looking if this is imminent ?

     


    crossangle

    I expect it to be the hot topic in this forum when it happens. There will a sticky thread at the top. I don't have a forecast as to timeframe. Things always seem to take longer than one would expect.
    Tuesday, July 12, 2011 6:25 PM
    Moderator
  • For Cal

    Thank you for your 2 replies and your patience - I have successfully copied my current MS Money file and am now able to experiment.


    crossangle
    Wednesday, July 13, 2011 7:51 AM