The Data Converter converts your data from Microsoft® Money for Windows version 2003 or later for use in Quicken for Windows version 2004 or later. It may also work with other versions of Money. If your version of Money can copy .XML files to your desktop, then the Data Converter will likely convert your data.

Note: The Data Converter converts Microsoft Money data for use in Quicken for Windows only.

Items that can be converted from Money 2003 or later to Quicken 2004 or later:

• Bank account transactions (including split transactions)
• Investment account transactions
• Category List

Items that cannot be converted:

• Memorized Payee list
• Online account activation information
• Budgets
• Classes
• Planner data
• Loan accounts
• Unvested employee stock option grants (ESOGs) (The data converter converts only exercised stock options. To track unexercised options, you must enter ESOGs manually.)
• Exchange-traded options
• Reconciliation state of your transactions (The data converter does not retain the reconciliation state of your accounts. We recommend that you reconcile the converted data before you start adding new data, as described below.)
• Accounts that do not contain any transactions

To convert your data:

Create an Account Transactions report in Microsoft Money for your standard transactions and an Investment Transactions report for your investment transactions. Import the reports into Quicken, and then add some information to help you take advantage of several Quicken features.

1. Start converting:
   1. Make sure both Quicken 2004 or later and Microsoft Money 2003 or later are installed on the same computer as the Data Converter.
   2. In the Data Converter dialog, click the Launch MS Money button.
   
   
2. Create an Account Transactions report:
   1. From the Money Reports menu, choose Reports Gallery.
   2. In the Pick a report or chart list on the right, select Account Transactions.
   3. At the bottom of the window, click the Go to Report/Chart button.
   4. In the Accounts field at the bottom of the window, select All Accounts.
   5. In the Date Range field at the bottom of the window, select All Dates.
   6. Choose Customize in the Common Tasks list on the left.
   7. On the Rows & Columns tab, within the Include fields area, select the Memo, Account, Cleared status, and Category check boxes.
   8. In the Subtotal by field, select Accounts.
   9. Select the Show splits check box, and then click OK.
   10. In the Other Tasks list on the left, select Send To menu, and then Desktop. This step may take some time, depending on the size of your data file.
   11. Click OK when the transfer is complete.
   
   
3. Create an Investment Transactions Report:
   
   

   Note: Complete this step only if you have investment transactions to convert.
   
   

   1. From the Money Reports menu, choose Reports Gallery.
   2. Select Investments in the list on the left.
   3. In the Pick a report or chart list on the right, select Investment Transactions.
   4. At the bottom of the window, click the Go to Report/Chart button.
   5. In the Accounts field at the bottom of the window, select All Accounts.
   6. In the Date Range field at the bottom of the window, select All Dates.
   7. Choose Customize in the Common Tasks list on the left.
   8. On the Rows & Columns tab, within the Include fields area, select the Memo, Account, Transfer account, Cleared status, and Category check boxes.
   9. In the Group by field, select Investment Types, and then click OK.
   10. In the Other Tasks list on the left, select Send To menu, and then Desktop. This step may take some time, depending on the size of your data file.
   11. Click OK when the transfer is complete.
   
   
4. To import the Money 2003 or later data into Quicken 2004 or later:
   1. Exit Microsoft Money.
   2. In the Data Converter 2004 dialog, click the Import into Quicken button. Quicken launches and displays your converted data when the import is complete.
   3. Review your transactions for accuracy.
   4. (Optional) See Next Steps for helpful tips and information.
      
      
5. Since the Quicken Data Converter does not retain the reconcile state of your accounts when converting Money 2003 or later data to Quicken 2004 or later, you may want to reconcile the converted data before adding new data. For information on reconciling:
   1. From the Quicken Help menu, choose Contents.
   2. Click the Index tab, and then type reconciling, accounts.