Money: How to Export a Money Report to an Excel Worksheet (302382)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money Deluxe 2002
  • Microsoft Excel 2000
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Excel 2002
  • Microsoft Excel 97 for Windows
  • Microsoft Money 2000 Business and Personal
This article was previously published under Q302382

SUMMARY

This article describes how to export a Microsoft Money report to a Microsoft Excel worksheet.

MORE INFORMATION

Microsoft Money offers many different reports that you can use to track your finances. When you export a report from Money, it is saved as a tab-delimited text file. That is, the columns of the report are separated by tabs. After you export a report, you can open and work with it in another program, such as a word processing, spreadsheet, or tax preparation program.

To export a Money report to Excel, you must export the report to a text file, and then import the file into an Excel worksheet. To do this, follow these steps.

NOTE: Money reports may contain some extra information that Excel does not recognize.

Step 1: Export a Money Report to a Text File

  1. Start Money, and then open the report that you want to export.
  2. If you are running Money 97, click Export.

    If you are running Money 98 or later, right-click the report, and then click Export.
  3. In the Export Report dialog box, specify a location where you want to save the file. In the File name box, type a name for the file, and then click OK.

Step 2: Import the Text File to an Excel Worksheet

  1. Start Excel, and then open a new workbook.
  2. If you are running Microsoft Excel 97 or earlier, click Open on the File menu.

    If you are running Microsoft Excel 2000, point to Import External Data on the Data menu, and then click Import Text File.

    If you are running Microsoft Excel 2002, point to Import External Data on the Data menu, and then click Import Data.
  3. In the Look in box, locate the drive, folder, or Internet location that contains the report file that you just exported and saved, and then click Import.
  4. In the Text Import Wizard - Step 1 of 3 dialog box, click Delimited - Characters such as commas or tabs separate each field, and then click Next.
  5. In the Text Import Wizard - Step 2 of 3 dialog box, under Delimiters, click to select the Tab check box, and then click Next.
  6. In the Text Import Wizard - Step 3 of 3 dialog box, click Finish.
  7. In the Import Data dialog box, choose where you want to put the data, and then click OK.
Modification Type:MajorLast Reviewed:9/7/2006
Keywords:kbinfo KB302382
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