Money: Exporting QIF Files from Microsoft Money (77040)


The information in this article applies to:

  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money 2001
  • Microsoft Money 2000
  • Microsoft Money 99
  • Microsoft Money 98
  • Microsoft Money 97
  • Microsoft Money 2000 Business and Personal
  • Microsoft Money 98 Deluxe Edition
  • Microsoft Money 98 Financial Suite
This article was previously published under Q77040

SUMMARY

While you export the selected account to a .QIF (Quicken Interchange Format) file in Microsoft Money, one of the options you have in the Export dialog box is the Strict .QIF radial button. If you are going to import the file into Quicken, you should select the Strict .QIF option to receive the following differences:
  • Category names longer than 15 characters are truncated.
  • Extended characters (> 127) anywhere in the file are replaced with "#".
  • Voided transactions are written with an amount of $0.00.
  • Only the first Classification group (if one exists) is written. Any transactions that have a second classification will not have the later classification information written.
If you are going to re-import the file into Money, do not select the Strict .QIF Compatibility check box.

MORE INFORMATION

Remember that QIF files do not contain all the information stored in Money files, so you will lose some information if you reload the QIF file into a different Money file. In particular, you will lose the "extra" information stored with categories, payees, accounts, and classes (for example, budget amounts and tax flag on categories, shortcuts, comments, payee phone numbers and addresses, and so on).

Note that if you are using ":" or "/" characters in account names or category names, those characters will be replaced with "#" in the QIF file. This is because ":" and "/" are used as separators in QIF files, even though they are not reserved characters in Money's account and category names.

Exporting a QIF File from Money

To export a QIF file, use the appropriate method for your version of Money.

Microsoft Money 97 or later:
  1. On the File menu, click Export.
  2. In the Export dialog box, click Strict .QIF if you are going to import the file into Quicken. Click OK.
  3. In the File Name box, type a new name for each account, for example:

    Checking.qif or Savings.qif

  4. Select the drive and directory.
  5. Click OK to export the file to a .QIF format.
  6. Select the type of account, Regular or Investment. Click OK.
  7. Select the account you want to export. Click Continue.
  8. Click OK when the export is complete.
Modification Type:MajorLast Reviewed:1/5/2005
Keywords:kb3rdparty kbconversion kbinfo KB77040
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