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switch from microsoft money

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Gerald Rosen

29 Jun, 2016 02:05 PM

some adviceplease

1. 1 Posted by -Kevin N. on 29 Jun, 2016 02:07 PM

   

   Hi Gerald,

   Take a look at the following KB article.
   http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

   -Kevin N.

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2. 2 Posted by Gerald Rosen on 29 Jun, 2016 02:22 PM

   

   Thanks Kevin I will let you how it went - I have quite a lot of accounts in Ms Money!

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3. 3 Posted by -Kevin N. on 29 Jun, 2016 02:32 PM

   

   Hi Gerald,

   I imported my MS Money data into Moneydance several years ago. It's a bit of a chore but doable.

   Take your time. Expect some cleanup.

   I continue to use MS Money in parallel with Moneydance to act as something of a checks and balances system.

   There are some clever people who have made available 2 free apps for MS Money. One imports stock quotes and the other imports txn data via direct-connect connections to the financial institutions that provide OFX servers. They're a little (a lot) geeky but they both work well once they're set up.

   Good luck with the import. Again, take your time. If you're interested in the apps for MS Money, let me know and I'll post the links to them.

   -Kevin N.

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4. System closed this discussion on 02 Oct, 2016 02:38 AM.