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Changing from Quicken 2013 Home & Busines to MICROSOFT MONEY RRS feed

  • Question

  • does anyone know if I have Quicken 2013 and purchase MICROSOFT Money can I import 3+ years of info both personal & small Business from Quicken 2013, there are 2 business bank accounts, 2 personal accounts and 1 credit card account. I can not afford to loose any info. They are trying to force me to upgrade to 2016 by shutting me off on April 30th and that's not right!

    Quicken 2013 can back up its files; export in QIF files, Quicken Transfer files, or format QXT files

    It can import QIF files; Quicken transfer format QXT, addresses, import CIV, TurboTax, and Microsoft money files

    If I can, how hard or easy is it? and what version do you recommend

    Richard P

    Friday, January 29, 2016 3:49 PM

All replies

  • See the download for Business Sunset in what is currently the second post in this forum, and apply the patch for Business described in the first post.

    Try it. If you don't like Money , then  you could still upgrade your Quicken.

    When you export from Quicken, make separate QIF files for each account.

    When you import , File->Import->Recover accounts.  Import the QIF files  ALL AT ONCE using Ctrl+<click> to select files.
    Specify "New or Recovered" account when asked. The reason for the all-at-once
    thing is to allow Money to recognize transfers.  You can create the accounts in advance of import, or you can create them during the import process.

    I see that you don't have any investment accounts in the list of accounts that you will import. If you did, that would warrant another comment.

    PocketSense can be used to import from many credit cards and few banks. For most banks you would have to download statements via the bank's website.

    Friday, January 29, 2016 8:38 PM
    Moderator