Hi John, Since MD uses a running balance, I'm not really sure
that importing the Contributions/Cash accounts from MS Money is
even neccessary . Since you've done so though...(At this point make
a copy of your MD file in case something goes wrong!) moving the
transactions from one account to another is very easy in MD, it is
done through a Batch Change. Highlight all the tranactions in your
associated "Bank" account, right click and choose Batch Change >
Account. Then select the proper investment account from the drop
down menu. This will merge all of the transactions from the "Bank"
account into the associated investment account. You'll probably
have to match duplicate entries and delete them, general
reconcilliation stuff. Personally I chose NOT to even bother
importing the Contribution/Cash accounts from MS Money to MD. Like
I said MD uses a running balance right in the investmet register.
Let us know how you make out. OK? Hope this helps. Kevin N. BTW no
need to appologize for asking questions. There is definately a
learning curve to MD.
Hi Kevin, Thanks so much for your very helpful posts! The Batch
Change was part of the missing link. I think another missing link
was making sure to select "From another Program" rather than the
default "From a Downloaded File" when importing my QIF files. The
last key was to create every single account that I ever created in
Microsoft Money and then import all of them (even closed accounts).
It had been treating each transaction as a download (since that's
what I told it to do). It would have been maddening to go through
each transaction one by one. I also noticed that my old budget
categories were not importing, but when i selected the right
option, all was good.
I have 13 years' worth of financial data in my Microsoft Money
file and about 65 accounts (most closed now). All the data are now
successfully imported into Moneydance. There were only 2
transactions out of probably thousands that did not import
correctly, but they were easy to find and fix. Needless to say, I'm
very impressed. The problem with my balances also went away when I
imported from the QIF correctly and used the Batch Change command.
Many thanks again, Kevin!