MS Money transition
I have more than 10 years worth of transactions in MS Money in over 30 different bank / creditcard / investment accounts. With MS Money not being able to run on windows 10, I need to switch to a different product, and I want to migrate all my historical transactions. With that in mind, can you point me to some kind of a resource that describes the intricacies of the data transfer? I don't mean the mechanics of how to transfer (that I found online) but actually what sacrifices have to be made when transferring data to a new underlying database? Will any of the data be lost? I have 10s of thousands of transactions and every single transaction has a proper payee and category assigned to it in microsoft money. With these fields being populated properly, I can run various "spending by cateogry" reports or "spending by payee" reports. I have around 50 categories and several thousand payees. Will these seamlessly transfer to Moneydance? If any of these are lost, that is a show stopper for me. IF they can be transferred as usable fields which can be queried in reports (not just as a memo fields with useless text) i will definitely buy the product. If you could get back to me, it would be much appreciated.
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1 Posted by Jerome on 01 Aug, 2015 07:52 PM
Hello,
Is is possible to export your Microsoft Money data into a QIF file and then import that data into Moneydance. You can do so following the instructions on this page.
Please be aware that importing data from Microsoft Money can be quite challenging. You will need to be very careful in following the instructions. Even if you get things right, you may need to invest considerable time making adjustments to clean up the import. It may be better to run a virtual machine of Windows 7 on your computer to continue to keep Microsoft Money on to refer to your historical data. Then create a new data file in Moneydance and pick a specific date to set initial balances on.
Jerome
Infinite Kind Support
Jerome closed this discussion on 01 Aug, 2015 07:52 PM.
Lazar Nikolic re-opened this discussion on 03 Aug, 2015 03:09 AM
2 Posted by Lazar Nikolic on 03 Aug, 2015 03:09 AM
While I appreciate your quick response, i have to point out that you
have not answered my questions about whether the "payee" and "category"
database fields of MS Money transfer to Moneydance in a coherent and
database-query friendly manner?
Support Staff 3 Posted by Ethan on 03 Aug, 2015 12:08 PM
Hello,
Importing data from another program does import data such as the category and payee fields. I'm not entirely sure I understand your question from your original message "IF they can be transferred as usable fields which can be queried in reports (not just as a memo fields with useless text)". Any field in Moneydance is searchable and can be used for Moneydance's various reports, so I'm not really sure what "useless text" would mean by contrast. Perhaps that answers your question.
I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.
In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides
Ethan
Moneydance Support
Ethan closed this discussion on 03 Aug, 2015 12:08 PM.