Learn about converting a Quicken file

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Converting your Quicken for Windows version 3.0, 4.0, 5.0, 6.0, or 7.0 file to a Money file is a simple process, designed to let you begin taking advantage of Money's easy-to-use interface and sophisticated features as soon as possible.

Money reads your Quicken file and creates a new Money file that contains the same data. Your original Quicken data remains untouched, so you can still use it in Quicken. While you can't go back and forth between Quicken and Money in the same file, you can convert individual accounts back into Quicken by exporting them from Money, then importing them in Quicken.

When your file is completely converted, Money displays a summary screen so that you can see your converted accounts and balances. If Money ran into any issues that needed to be resolved during the conversion, those issues are listed as well.

Converting your Quicken file to Money is a three-step process:

1  Prepare your Quicken file for conversion.
2  Convert your Quicken file to Money.
3  Verify that your data converted successfully.

(Exact procedures for each step are found in the topics listed below.)

 Important

If you are using a version of Quicken prior to Windows version 3.0, you cannot convert your file directly to Money. Instead, export each of your Quicken accounts to a .qif (Quicken Interchange Format) file, and then open Money and import the .qif files.

How?