The Data Converter does not convert memorized transactions, online account information, classes, or planners. However, this information can be entered manually.

For more information on these topics:

• To track memorized transactions:
  1. From the Quicken Help menu, choose Contents.
  2. Click the Index tab, and then type memorized transactions.
  3. Double-click creating to display the topic in the right part of the window.
     
     
• To track online account information:
  1. From the Quicken Help menu, choose Contents.
  2. Click the Index tab, and then type online account services.
  3. Double-click the topic you want to display in the right part of the window.
     
     
• To track classes:
  1. From the Quicken Help menu, choose Contents.
  2. Click the Index tab, and then type classes.
  3. Double-click overview of to display the topic in the right part of the window.
     
     
• To track planners:
  1. From the Quicken Help menu, choose Contents.
  2. Click the Index tab, and then type planning.
  3. Double-click how the life event planners work to display the topic in the right part of the window.

Note: If you would like additional assistance converting your data, please call (800) 811-8766 to speak with a Quicken technical support agent. There is currently no charge for assistance with your data conversion. Other support may be subject to Quicken's normal billing policies.

• Convert Money 2003 or 2004 to Quicken 2004 or later