Importing from MS Money not so easy

Jennifer's Avatar

Jennifer

22 Aug, 2010 01:49 PM via web

I have read (and re-read) the instructions on how to import files from MS Money to MD. It specifically says to open the file I want to export. It then says to name the account I want to export. The problem is that Money data file is not set up with specific accounts. My Money file is one big file that contains all of my accounts. In other words, I cannot pick my American Express or my checking account file to export specifically, however when exporting the entire Money file, I am forced to pick an account (i.e. American Express) on the MD side. So when I import the data all of my Money accounts come over (even the closed ones that say will not come over?) and the balances are so wacky and nowhere near correct. What am I doing wrong? How do I export specific Money accounts and not the entire file?

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  1. Support Staff 32 Posted by Ben Spencer on 18 Sep, 2011 01:36 AM

    Ben Spencer's Avatar

    Hi

    I am glad to hear that you are making progress. I just thought I post a quick comment to save you the trouble of trying to extract scheduled payments from the MS Money data file as the QIF file does not support scheduled payments.

    Ben Spencer
    Moneydance Support

  2. 33 Posted by hleofxquotes on 30 Sep, 2011 12:38 PM

    hleofxquotes's Avatar

    Progress status:

    I can now show detail for investment account: security, activity (buy/sell), price, quantity. My calculation of current market value is matching what money is showing.

    Next: I think I am ready now to "export" the data out. The initial reference implementation will be to QIF but I will look for opportunity to have more general infrastructure to walk/visit the structure data (accounts, transactions, payees ...)

    See: https://sourceforge.net/projects/sunriise/forums/forum/1386861/topi...

  3. Support Staff 34 Posted by Ben Spencer on 30 Sep, 2011 01:08 PM

    Ben Spencer's Avatar

    Great to hear. If you want me to take a look at any of he QIF files you generate I'd be happy to.

    Ben Spencer
    Moneydance Support

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