<title>Move an account to a different file</title>
<category>general</category>
<klink type="prcdr">How do I move an account to a different file?</klink>
</index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>If you have an account in another Money file or another personal finance file, you may want to add it to your working Money file so you can handle it more conveniently. To move the account, open the file and export the account. Then, open the destination file and import the account into it.</p>
</reveal>
</extend>
<p><emph>Export an account</emph></p>
<ol>
<li>Open the Money file that contains the account you want to move.</li>
<extend>
<tease><showme/></tease>
<reveal>
<ol>
<li>On the <emph>File</emph> menu, click <emph>Open</emph>.</li>
<li>Click the file you want, and then click <emph>Open</emph>.</li>
</ol>
</reveal>
</extend>
<li>On the <emph>File</emph> menu, click <emph>Export</emph>.</li>
<li>Select <emph>Loose QIF</emph>, and then click <emph>OK</emph>.</li>
<li>Choose a name and location for your .qif file, and then click <emph>OK</emph>.</li>
<li>Select the type of account you want to export, and then click <emph>OK</emph>.</li>
<li>Choose the account from the list, and then click <emph>Continue</emph>.</li>
</ol>
<p>Money will verify that the export is complete.</p>
<p><emph>Import an account</emph></p>
<ol>
<li>Open or create the file that will receive the transferred account:</li>
<ul>
<li>To open a file, click <emph>Open</emph> on the <emph>File</emph> menu, click the file you want, and then click <emph>Open</emph>.</li>
<li>To create a file, point to <emph>New</emph> on the <emph>File</emph> menu, click <emph>New File</emph>, type a file name, and then click <emph>OK</emph>.</li>
</ul>
<li>On the <emph>File</emph> menu, click <emph>Import</emph>.</li>
<li>Select the file you saved in .qif format earlier, and then click <emph>Import</emph>.</li>
<li>Select <emph>As a new or recovered account</emph>, and then click <emph>OK</emph>.</li>
<li>Select the account to which you want to add the imported transactions or create a new one:</li>
<ul>
<li>To select an existing account, click the account name, and then click <emph>OK</emph>.</li>
<li>To create a new account, click <emph>Create Account</emph>, and then follow the instructions on the screen.</li>
</ul>
<li>Click the account name, and then click <emph>Assign</emph>.</li>
</ol>
<p>Because this feature is primarily designed to convert Quicken files, Money may detect other accounts that you did not export and ask you to assign them to an account in your new file. If so, simply assign each account to the same account you assigned the exported data. Because you only exported one account, only that account's transactions will appear in the new file.</p>
<p variant="warn">Do not click <emph>Stop Import</emph> until you have assigned all of the files that Money detects. Otherwise, not all of the transactions will be imported into your new file. Money will verify that the import is complete after a few moments.</p>
<p>You may want to delete the account from the original file.</p>
<extend>
<tease><showme/></tease>
<reveal>
<ol>
<li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
<li>Right-click the account, and then click <emph>Delete</emph>.</li>
