Migration support from Microsoft Money

jaraco's Avatar


27 Aug, 2015 07:01 PM

I'm looking to migrate from Microsoft Money 2010 Deluxe Sunset. I've previously attempted to migrate to Quicken and ran into serious challenges (field length limitations truncated data, transfers weren't retained). I'm hoping Moneydance fares better. I'm particularly excited about the jython interface, as I'm a Python programmer by trade.

I have over 20 years of transactions in my Money file; it's about 70MB. It includes investments, non-cash assets, and lots of negative category inputs (such as when someone repaid me for dinner, I would categorize that as a negative against Dining Out).

I expect some hiccups and plan to work through them, but I'd like to have a resource at Moneydance to help me with recommendations and even paid support.

Do you have any prescriptive recommendations for migrating from Microsoft Money? I checked the KB and didn't see anything. I believe I can use the reports feature with XML to export full transactions. Reconciling transfers is going to be harder.

Finally, if you do offer paid support, under what terms can I hire support?

  1. 1 Posted by Ben Spencer on 27 Aug, 2015 09:13 PM

    Ben Spencer's Avatar

    Hi Jaraco

    There is a step by step guide to transferring data from MS Money to Moneydance here:

    I am afraid we don't offer paid support but we are happy to answer any questions you have via email or the support forum.

    I must warn you that transferring from MS Money is going to be a time consuming process. In part this is because MS Money can only export each account to its own QIF file rather that the entire data set to a single QIF file. And also because of some inherent limitations and ambiguities with the QIF format its self. It is certainly worth a try but with such a large data set the amount of manual cleaning up post import may prove to be prohibitive.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:00 AM.

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